Jared Morgenstern is a Financial Planner. I help my clients plan for the future. I actively expand my network of clients to include families and business professionals throughout Florida. I am a Registered Representative of and hold Series 7, 6, 63 and 65 Security Licenses. I have been in the Financial Services industry since 2004.

During college, when I had free time over the summers, I usually worked at my father’s offices of Prudential and later Wachovia Securities, where I learned from him. I graduated from the University of Miami (FL) in 2003 with a Bachelor’s degree in Business Administration and a minor degree in Motion Pictures.

I am originally from West Hartford, Connecticut and still have family in Connecticut as well as New York. I have lived in South Florida since 2000 and currently live in Boca Raton with my wife Lauren, daughter Ayel and son Avi. I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.

When I am not helping my clients, I am usually exercising and focusing on a healthy lifestyle with my family.

*Jared Morgenstern is only authorized to offer insurance and fixed products