Jared Rothbard has been immersed in the financial services industry since the age of 18, when he first discovered the profound impact thoughtful planning can have on people’s lives. Since becoming a full-time advisor in 2011, Jared has built a reputation as a trusted guide for affluent families and business owners seeking clarity in the face of financial complexity.
At ThreePoint Private Client Group, Jared helps clients make confident decisions by cutting through financial myths and misinformation. He takes a truly integrated approach to wealth management—coordinating risk protection, asset growth, tax strategy, and legacy planning. With a deep understanding of how to safeguard wealth against life’s unexpected turns, Jared emphasizes protection first, ensuring each client’s foundation is strong before pursuing market opportunities.
Whether he's designing advanced cash flow strategies, optimizing tax efficiency, or mapping out retirement income and distribution plans, Jared’s greatest satisfaction comes from knowing his clients can live life on their terms—because their financial future is built on a solid, well-coordinated plan, not guesswork.
Education
- B.S. Finance, Minor in Economics – University of Connecticut
Accomplishments
- Forbes Best-in-State Financial Security Professional 2023-2025
- New Agent of the Year – 2012
- 4× Guardian Presidents Council Qualifier
- 11× Guardian Leaders Club Qualifier
- 11× Berkshire DI Inner Circle Qualifier
Beyond ThreePoint
Jared grew up in New Jersey and still resides there with his wife Lina and their three children—Mark, Luca, and Mia. Family is everything to him, and in his free time, you’ll find Jared playing golf, chasing his kids around the yard, or spending time with loved ones, especially by the beach.
1) This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Financial Security Professional Advisors List 2024 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.
2) Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 52 FOREST AVE, PARAMUS NJ, 07652, 201-8437700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. THREEPOINT PRIVATE CLIENT GROUP LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0H84872.
CA Life Insurance #0H84872