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
More profiles to browse
BL
Brett Lemmon
CPA & Wealth Advisor
Dave Harlow
Partner
NG
Nick Gizzarelli
Partner, Retirement Plan Specialist
Haden Werhan
Owner/Partner and Principal
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PG
Patricia Gee
Operations
Manhattan Family Office
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services