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Jared W

ChFC®, Series 63, Series 65

Westport, CT

RMR Wealth Builders, Inc.

Jared Weber is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with RMR Wealth Builders, Inc. since 2018. His prior experience includes roles at Calton & Associates, MML Investors Services, and Guardian Life. Outside his advisory work, he is also licensed as an insurance agent, selling life, disability, long-term care, and property and casualty insurance products. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion across 53 advisors. The firm serves individuals, retirement plans, and institutional clients with portfolio management, financial planning, fiduciary services, sub-advisory roles, and offers specialized advisory solutions including annuity and digital asset management.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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