Jared Sutton, CFA, CFP®

Jared is an Investment Advisor Representative of Cambridge Investment Research focused on estate planning, tax strategies and investment planning. Jared has extensive experience in data analytics and research, portfolio construction and management, asset allocation and investment selection. He founded and later sold an internet service provider, and has worked as a business/field analyst and derivatives broker. Jared's experience in data analytics and research has enhanced the technologically intensive elements of financial, estate, tax strategies, and investment planning.