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Jared Nelson

Partner

Thomas Doll

United States, California, Walnut Creek

About Me

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

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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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