Jared's commitment to Frisco goes beyond
numbers. He's actively involved in local
initiatives and understands the needs of
our community. He's a strong advocate for
education.
Jared Elad APMA®️, CRPC®️, AAMS®️ Founder & Wealth Advisor
Jared began his career as a Financial Advisor for Merrill Lynch in 2008. He then moved to Wells Fargo in 2011 as a Financial Advisor and Vice President. In 2015, he transitioned to BB&T/Truist as a Financial Advisor and Vice President. He went independent in 2024 in order to better serve his clients.
Jared is the Founder and Wealth Advisor at Diamond Capital Wealth, leveraging his nearly twenty years of investment experience. He serves a diverse client base, including small business, high-net worth individuals, families, and corporate executives. With the help of his strategic partners, he builds diversified portfolios, including traditional equities, bonds, ETF’s, UIT’s structured products, annuities, and alternative investments such as private equity, private credit, and private real estate.
Jared is driven by combining exceptional customer service and communication skills with advanced wealth planning techniques and strategies to help clients pursue their financial goals. He adopts a comprehensive approach to financial planning, focusing on building strong client relationships and leveraging advanced wealth operational strategies to meet the unique financial needs of his clients.
Jared specializes in helping high-net worth families manage their finances, providing customized solutions to their complex needs. He is skilled in investment management, estate planning, and various forms of lending. He uses strategic approach to portfolio construction and management, and keeps clients continually updated with proactive communication.
After a modest upbringing in Tennessee and Oklahoma, Jared Elad earned his bachelor’s degree in Marketing from Oklahoma State University. He has pursued decades of additional education and training beyond college, earning the following designations:
APMA – Accredited Portfolio Management AdvisorSM
CRPC – Chartered Retirement Planning CounselorSM
AAMS - Accredited Asset Management SpecialistSM
Jared and his wife, Stephanie, currently live in Frisco, TX, and have two daughters, Rachel and Marissa. In his free time, Jared enjoys golf, tennis, barbecuing, and traveling. He is very involved in the Frisco business and spiritual/religious community, and currently sits on the Board of Directors of the Village of Stonelakes HOA. Jared’s wife, Stephanie, is on the Frisco School Board of Trustees, overseeing the 10th largest school district in Texas.
Do you know the last time
Frisco's had a 3rd-party internal
financial audit?
Do you know the amount of excess
spending that is unaccounted for
in Frisco?
With more than 16 years of experience as a financial advisor, I have a strong track record of managing budgets, ensuring financial accountability, and helping individuals and businesses reach their financial goals. My priority is to make sure every taxpayer dollar is spent efficiently—cutting out wasteful expenses and focusing on projects that bring true value to Frisco residents. I'll prioritize transparency and efficiency in all financial decisions, keeping residents informed about how their hard-earned money is being used.
Keeping our residents safe is my top priority. I am dedicated to partnering with our local police and fire departments to ensure they have the resources, training, and equipment needed to serve and protect Frisco effectively. Fully supporting public safety is crucial for building trust and safeguarding our neighborhoods and businesses as our city continues to grow.
Strategic development is key to supporting Frisco's growth and economic vitality. At the same time, it’s important that this growth aligns with the needs and concerns of our current residents. I’ll push for more opportunities for community engagement, ensuring residents have a voice in shaping new projects and addressing any potential challenges. By prioritizing thoughtful, community-focused development, we can keep Frisco a place where both families and businesses continue to thrive.
Copyright © 2025 Pol. Ad. Paid for by Jared For Frisco. All rights reserved.