Jared Sweeney Location
Boston, MA, US
Jared Sweeney Work
- 2025 - now Partner and Senior Wealth Advisor @ Mission Wealth
- 2022 - 2025 Senior Wealth Advisor @ Mission Wealth
- 2018 - 2022 Senior Wealth Advisor @ PRW Wealth Management, LLC
- 2016 - 2017 Vice President @ Contravisory Investment Management, Inc.
- 2014 - 2016 Private Bank Associate @ Morgan Stanley
- 2010 - 2014 Private Client Banker @ JPMorgan Chase & Co.
- 2005 - 2009 Intern @ Foresters Financial Services
Jared Sweeney Education
- Rensselaer Polytechnic Institute
Economics
- Boston University
Certification (Financial Planning)
Jared Sweeney Skills
- Estate Planning
- Private Wealth Management
- Investments
- Financial Analysis
- Portfolio Management
- Financial Services
- Banking
- Risk Management
- Financial Planning
- Management
Jared Sweeney Summary
Jared Sweeney, based in Boston, MA, US, is currently a Partner and Senior Wealth Advisor at Mission Wealth. Jared Sweeney brings experience from previous roles at Mission Wealth, PRW Wealth Management, LLC, Contravisory Investment Management and Morgan Stanley. Jared Sweeney holds a Economics @ Rensselaer Polytechnic Institute. With a robust skill set that includes Estate Planning, Private Wealth Management, Investments, Financial Analysis, Portfolio Management and more. Jared Sweeney has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Mission Wealth Employees
-
Brad Stark
Founder and Chief Compliance Officer at Mission Wealth
Santa Barbara, CA, US15 -
35+
-
Dannell Stuart
President at Mission Wealth
Santa Barbara, CA, US14 -
Matthew Adams
CEO and Managing Partner at Mission Wealth
California, United States15 -
Jessica Neves
Chief People Officer at Mission Wealth
Phoenix, AZ, US23 -
Kieran Osborne
Chief Investment Officer at Mission Wealth
Santa Barbara, CA, US23 -
Renee Hennessee
Partner and Chief Technology Officer at Mission Wealth
Santa Barbara, CA, US35+ -
Emil Nazaretyan
Partner and Director of Investments at Mission Wealth
Santa Barbara, CA, US34 -
22
-
Geoff Gaggs
Partner | Senior Client Advisor at Mission Wealth
Santa Barbara, CA, US23 -
24
-
Michelle Winkles
Partner and Chief Marketing Officer at Mission Wealth
Santa Maria, CA, US34 -
Nicole Madosik
Partner and Chief Mergers and Integrations Officer at Mission Wealth
Silverthorne, CO, US11 -
Ryan Niedbalski
Managing Director at Mission Wealth
Austin, TX, US24 -
Dennis Clark
Director of Tax Compliance at Mission Wealth
Santa Barbara, CA, US22 -
12
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23
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