Jared Schmidt, CFP®
Wealth Advisor
Jared Schmidt serves as a trusted fiduciary for a select group of families, non-profits and entrepreneurs out of United Capital’s Atlanta office. He helps build and preserve his clients’ wealth via a comprehensive platform that includes retirement planning, insurance and private investments. Jared works alongside his clients to identify their unique goals (using United Capital’s proprietary tools) and create a road map that is collaborative, comprehensive and designed to provide efficiency and peace of mind.
Jared began his career at Goldman Sachs in New York in 2005, where he focused on derivative trade management. From 2008 to 2017, he was a credit trader for Goldman’s hedge fund platform, where he traded corporate bonds, loans and derivatives for both public and private funds. After moving back to Atlanta in 2017, Jared became an advisor for Goldman’s ultra-high net worth clients in the Private Wealth Management division. He now serves as a trusted advisor at United Capital Financial Advisors.
Jared earned a Bachelor of Business Administration degree in economics from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He previously served on the Shepherd Center’s “Summer in the City” board and UGA’s Young Alumni Board for the Terry College.
Jared and his wife, Morgan, have a daughter and two sons. They enjoy traveling as a family and pursuing their faith. Jared also loves to play golf, fly airplanes and listen to live music.
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