Jared Weiss, CPA, CFP^®

Jared Weiss began his career in public accounting with EY, a Big 4 accounting firm. He specialized in internal audit, assisting Fortune 500 companies in refining their internal procedures. He left public accounting in 2015 and launched his career in financial planning at Lincoln Investment. In 2021, he joined his father at FSC Securities which later became part of Osaic Wealth. Together with his father, they built “The Weiss Group.”

Jared is dedicated to helping clients achieve their financial goals through overall wealth management, including retirement, tax, estate, insurance, and college planning. He makes a special effort with all of his clients to be intimately involved in their financial decision making and journeys, whether it is welcoming a new baby into the family, navigating a sickness, buying a new home, or managing an inheritance. Jared is always accessible and by your side supporting you through these happy and difficult times. Jared routinely uses the latest technology in his financial planning and to connect with clients whether they are local, across the country, or even abroad.

A CPA since 2015 and a CFP since 2020, Jared holds FINRA Series Registrations 7 and 66 and insurance licenses.

Jared attended the University of Maryland from 2008-2012 and earned his Bachelor of Science in both Finance and Accounting. After graduation, Jared spent two years of study in Israel at Machon Yaakov. Jared is rooted in his community, residing in Bala Cynwyd, PA with his wife and four children. He enjoys spending time with his family, running, and is on the board of his synagogue and children’s school.