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Jared Johnson

ASSOCIATE WEALTH MANAGER & SHAREHOLDER

As an Associate Wealth Manager and Shareholder, my primary responsibilities include creating, enhancing, and maintaining the Echo Dashboard per client goals and investments. What I do requires a robust understanding of each client's financial situation, so I can identify the right strategies and improve processes that help them reach their goals. Additionally, I manage most internal operations and serve as a trader and portfolio management assistant to Echo.

I thrive on bridging that elusive gap between analytics and assistance, positively impacting people's financial decisions and, ultimately, their lives. I strive to solve complicated matters analytically and help people reach their financial goals. By having direct, daily contact with clients, I can build a keen understanding of their specific financial situations. This allows me to effectively and efficiently deliver results that meet their particular needs.

I joined Echo Wealth Management in June 2018, following my graduation from Saint Mary's University of Minnesota in May of that same year. I was fortunate to play four full years on the University's NCAA Men's Ice Hockey team as a Saint Mary's University Cardinal. I served as the assistant captain during my senior season. I graduated with twin Bachelor of Arts degrees in Finance and Business Intelligence & Analytics.

In my free time, I relish spending time with family and friends and playing competitive ice & inline hockey, golf, and tennis. I also enjoy watching sports, especially my beloved Chicago Blackhawks. I also find time to exercise with Peloton and relax with my favorite music and podcasts.

Education & Certifications

  • Dual BA in Finance and Business Intelligence & Analytics from Saint Mary’s University of Minnesota, 2018, Graduated Summa Cum Laude
    *  Most Outstanding Finance Student Award

  • FINRA Series 65 – Investment Adviser Representative (IAR)

Board & Community Involvement

  • Member of the Financial Planning Association - Minnesota Chapter

Interests

  • Time with family & friends
  • Exercise & spending time outdoors
  • Hockey, golf, & tennis
  • Music, trying new foods, & wine

3033 Campus Drive, Suite N145
Plymouth, MN 55441

Contact

  • E-Mail:

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