I have lived in or around Wilmington the majority of my life. I am a NC State alumnus and love my Wolfpack! The youngest of five siblings, my family is extremely close to me, I enjoy spending time with my nephew and three nieces.

I believe folks in Wilmington and others spotted throughout the country appreciate working with me simply because of my integrity. I tell the majority of my clients in our first appointment, "There are numerous firms and offices to get advice, you've got to find the place and the people you can trust." If I am fortunate enough to receive your business, I work towards establishing and maintaining that trust in every conversation. It is the single most important principle in my practice and the reason we are still in business today.

If you are new to Wilmington, a longtime local or located outside of Wilmington and comfortable meeting via web conference, I would love the opportunity to learn what is important to you. Call/email the branch today for a free consultation!

Thank you,

Jared Bumgardner, AAMS®

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Traveling
  • Golfing
  • Reading
  • Running
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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