Jared Evangelous is a Financial Consultant at CCR. Jared joined CCR at the beginning of 2023 and works closely with corporate account custodians, trustees, and participants ensuring they receive exceptional advice, education, and service. He gathers and analyzes data from custodians in preparation for trustee reviews and collaborates with the CCR team to provide accurate and detailed plan reporting. He participates in 401(k) enrollment meetings, employee education meetings, and monitors fund changes within the plan.

Before joining CCR, Jared worked for 12 years at Empower in various consulting/advising roles. He was part of the first Retirement Consultant team at Empower and has worked on plans in the small, core, not-for-profit, government, large, and mega markets. Most recently, Jared was responsible for advising and consulting with participants within the Lockheed Martin, Wells Fargo, Southwest Airlines, and Advocate Aurora Health retirement plans.

He earned his Bachelor of Science degree in Business with a concentration in Finance from Bryant University. He holds Series 7, 63, and 65 securities registrations and is a Chartered Retirement Planning Counselor (CRPC). He is a registered representative and investment advisor representative of Cetera Advisors LLC, a member of FINRA/SIPC.

Jared lives in Rutland, MA with his wife and 3 daughters. In his spare time, he enjoys spending time with his family and attending his daughter’s basketball, hockey, gymnastics, and dance events. He is also an avid reader and continues to try to live the dream of playing men’s league hockey.