Jarrod Jansen
Financial Paraplanner
Jarrod joined Heritage Private Wealth Management (HPWM) in 2021 as a part-time associate and was hired as a full-time Associate in February of 2022.
He received his Masters (MS) in Personal Financial Planning from Kansas State University in 2022, and his Bachelor of Business Administration (BBA) with a major in Finance and minor in Economics and Management from Wichita State University in 2019. He obtained his CERTIFIED FINANCIAL PLANNER™ certification issued by the CFP® Board of Standards, Inc. in December of 2021 and currently holds a FINRA Series 7 and 66 license as well as a State of Kansas Insurance License that enables him to recommend life insurance, annuities and long-term care insurance. Prior to working at HPWM, he worked as a registered Municipal Advisor and helped municipalities across Kansas issue debt to finance their various projects. Jarrod is passionate about financial literacy and guiding clients through life's many challenges to achieve their short- and long-term goals. Jarrod resides in Wichita with his wife, Mariah, and enjoys playing with their dogs, working out, and watching or playing sports.