Jared joined our affiliated firms in 2006 to provide tax, accounting and wealth management services to the dental and medical community, with a focus on new business development. Jared’s past experience includes senior associate positions at PricewaterhouseCoopers in Houston and Group1 Automotive, Inc., a Fortune 500 retailer. In these positions, he performed financial audits and due diligence on firms ranging from multinationals, to technology start-ups, to not-for-profit foundations. Jared earned his master’s degree in accountancy from Brigham Young University. Much of his free time is devoted to family outings to the beach and other area attractions. Occasionally, he and his wife escap

Jared Nelson
Partner
Thomas Doll
United States, California, Walnut Creek
About Me
Profile Information
Partner
Thomas Doll
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Walnut Creek
California
United States
Feb 12, 2025
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