
Jared Klapman, CIMA®, CFP®
Regional Consultant – West
Jared is a regional consultant for AIM, assisting advisors with investment management and asset allocation
Helps advisors incorporate AIM's AI-based, opportunistic strategies
Earned a B.S. in finance from Suffolk University, is a CIMA professional, a CFP professional, and holds the Series 65 securities license
Jared is a regional consultant for AIM and works closely with the firm’s internal team to provide consultative investment support to advisors. Drawing on his years of experience working with advisors primarily in the RIA, wirehouse, and independent broker-dealer channels, Jared seeks to help advisors add value for their clients and efficiency to their practice through investment management support. He assists with overall asset allocation recommendations and helps advisors incorporate AIM’s opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.
Before joining AIM, Jared worked for Longboard Asset Management providing portfolio construction and practice management support to advisors. Before Longboard, he held client service and business development roles at Amundi Pioneer and State Street Corporation.
Jared graduated cum laude from Suffolk University with a B.S. in finance and is a CIMA professional. He lives in Phoenix, Arizona.