Omaha, NE
Jared Mejstrik
Lead Trader
Jared Mejstrik is a seasoned trader with over 8 years of experience in the financial services industry. Throughout his career, Jared has supported nearly every aspect of the advisory business, including client service, operations, financial planning, practice management, trading, and portfolio management. Despite his broad set of experiences, Jared has always gravitated towards his passion for trading & portfolio management as the focus of duties. At Compound Planning, Jared works closely with financial advisors & support staff to execute trades in client accounts in accordance with the investment plans laid out for them by their advisor. Ad...
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Experience
Austin Wealth Management
2 years
Morgan Stanley
4 years
TD Ameritrade
1.5 years
Qualifications
Certified Investment Management Analyst
CIMA®
University of Nebraska at Omaha
Bachelor of Science, Investment Science & Real Estate
Yale School of Management
Certified Investment Management Analyst Program
Specialities
Investment management
Trading
Operations
Consulting
Strategy
Disclaimer: Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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