About Jared

Jared Goldman is an Investment Associate at J.P. Morgan Wealth Management.

Within The Barnes Chung Lally Group, Jared focuses on trading and investment operations, contributing to the team's ability to advance client objectives. He works closely with Joseph P. Lally to implement the team's disciplined investment approach. Jared brings a thorough outlook to his role, focusing on refining the team's investment portfolio with precision and accuracy, crucial for precise execution and account reconciliation. His dedication to client success drives his advocacy for enhancing financial literacy, especially among peers and younger generations. Jared's commitment to ongoing learning and market insights positions him to support clients' long-term objectives.

Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Jared spent more than four years with First Republic Private Wealth Management, where he took on increasing responsibilities in account administration and client-relationship management. Jared began his wealth management career in 2018 at UBS, where he was a Client Service Associate. He holds a B.A. in Economics from UCLA and was the Student Manager for the Baseball Team. As an undergraduate, he served as a Baseball Operations/Player Development Intern for the Wareham Gatemen Baseball Team in Cape Cod, Massachusetts.

Born and raised in San Diego, Jared loves playing and watching all kinds of sports. An avid adventurer, he also enjoys being outdoors and traveling to new destinations.



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