Jared Simmons

Jared Simmons, CFP®, CWS®, CKA®

Sr. Private Wealth Advisor, Partner
Columbia, SC
A Message from Jared
jared.simmons@bluetrust.com
770.308.2752
Follow on LinkedIn

Jared Simmons is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust and serves clients from his office near Columbia, South Carolina.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Jared uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Jared and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Jared joined Blue Trust as a financial planner in 2013. In 2017, he transitioned to his current role as a private wealth advisor. Prior to joining the company, he worked for Wells Fargo Advisors.

Jared earned his BBA from Indiana Wesleyan University and is a Certified Wealth Strategist® (CWS®) and a Certified Kingdom Advisor® (CKA®). After college, he completed an intensive leadership program provided by Focus on the Family covering topics related to worldview, apologetics, business ethics, leadership, and marriage and the family.

Active in the community, Jared serves on the board of directors for the ministry eMite. He teaches a Financial Peace class at his local church. Jared’s father was a Christian school headmaster for 20+ years which inspired Jared’s passion for Christian education and serving educators, school boards, etc.

Jared and his wife, Mary Claire, live in Lexington near Columbia, SC with their four children. In his spare time, Jared enjoys reading, mountain biking, and boating.

Testimonials

 
Slide Title

Blue Trust is a breath of fresh air in a world driven by profit and the acquisition of things. They are a conduit to empowering the lives of others.

Kenny HillChief Supply Chain Officer, Atlanta Community Food Bank

Resources from Jared

  • “Wisdom for Wealth. For Life.” Episode 23: The Kindness Effect: How Compassion and Surrender Led to Leadership

Find an Advisor Near You

Find an Advisor

Recent Posts

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
Atlanta SEO Company
© Copyright 2024 Blue Trust, Inc.