Get to know Jared B. Moss

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Jared B. Moss

Investment Advisor Representative

Jared has spent the majority of his career in the financial services industry focused on preparing clients for retirement or improving their retirement plans.

He has worked in personal planning and sales management with Fidelity, Morgan Stanley and Nationwide Financial, and he believes the best way to help clients is with a holistic approach: understanding clients’ needs and having multiple tools and resources to offer.

Jared received his bachelor’s degree in history from Brigham Young University with plans to teach. After graduation, he followed some of his older brothers’ footsteps into financial services. He holds his Series 63 and 65 securities licenses as well as his Series 26 as a supervising principal.

Jared lives in Logan with his wife, Stacy, and their four children. They spend their free time hiking, fishing, boating and exploring the outdoors. When not busy with work or church responsibilities, Jared spends as much time as possible fly fishing or tying flies for the next outing.