Jared Copeland

Wealth Advisor

Jared Copeland assists clients with creating a financial plan to meet each client’s unique financial needs at United Capital Financial Advisors.

Jared began his career working in education, and as a result has seen the value of goals and continual learning. After transitioning to financial planning in 2016, Jared brought that education mindset to not only managing client investments but to assisting clients reach their financial goals.

Jared earned a Bachelor’s degree from Weber State University and attended graduate school at Utah State University. As a lifelong student, he has always had interest in finance and financial planning.

Jared and his wife have enjoyed living in northern Utah for the majority of their lives. They have four children and stay busy supporting them in their sports and other pursuits. Jared loves to ski in the winter, garden in the summer, and read year-round—that is, when he isn’t spending time with his family.

Check the background of this investment professional on FINRA’s BrokerCheck.

Advisory services offered by United Capital Financial Advisors, LLC (“United Capital”), an investment advisor registered with the SEC. Securities offered through Lion Street Financial, LLC (“LSF”), member FINRA / SIPC. LSF is under separate ownership from, and unaffiliated with, United Capital. LSF does not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.  Lion Street Financial

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