Advisor at Olive Wealth Management
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Firm
Olive Wealth Management
Location
Houston, TX 77008
Credentials
CFP®, Series 65
Industry experience
3 years
Jared Tobin is a CFP® professional with three years of industry experience, currently serving as an advisor at Olive Wealth Management. He has been with Olive Wealth Management since 2021 and has prior experience working at Texas Tech University. Olive Wealth Management is a small, supported registered investment adviser that provides discretionary portfolio management and advisory services to individuals, small businesses, trusts, and retirement plans. The firm employs a modern portfolio theory and fundamental analysis approach, focusing on diversified global portfolios with an emphasis on tax efficiency and cost minimization.
$0 - $1,000,000: 1.25% $0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.40% $10,000,000+: 0.30%
Account minimum: $1,000,000 Fee-only: Annual fees as per tiered schedule; no commissions charged.
1333 Heights Boulevard, Suite 101
Houston, TX 77008
Texas
Olive Wealth Management, LLC
2021 - Present (5 years)
Texas Tech University
2016 - 2020 (4 years)
Unemployed
2016 - 2016 (1 year)
Anderson High School
2012 - 2016 (4 years)
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Real estate agent
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Other specialized services
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Series 65
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