Jared Lee
Financial Advisor
Jared Lee is a financial advisor in Allworth’s Indianapolis, Indiana, office. With more than 15 years of financial services experience, he works with his clients to guide them through the market’s intricacies and provide financial solutions that meet their specific needs. Prior to Allworth, Jared was a Vice President—Client Solutions for Sheaff Brock Investment Advisors, which merged with Allworth in 2025. In this role, Jared served as a trading specialist catering to high-net worth individuals, focusing on investing and asset allocation. Before this, he led a Regional Service Team at Charles Schwab.
After graduating high school, Jared took part in a year-long global tour with the organization Up With People, visiting more than 13 countries and collaborating with individuals from 131 nations. The experience gave him a deep appreciation for different cultures and the value of global connection. Upon returning home, Jared attended Midland College in Midland, TX. Outside the office, Jared cherishes spending time with his wife, their three young sons, and their energetic AussieDoodle, Arlo.
It all begins with a simple conversation. I take the time to truly understand where each client is in their financial journey, what they hope to achieve, and what matters most to them. Because every situation is unique, I believe in building flexible, personalized plans grounded in transparency, education, and long-term trust.
Throughout our partnership, my clients can expect a relaxed, welcoming environment—one where they feel comfortable asking questions and having open, honest conversations. I’m committed to clear communication, proactive updates, and thoughtful advice tailored to each client’s needs. Above all, I aim to be a partner who is fully invested in their success.
Helping clients reach their goals is the most fulfilling part of what I do. It’s a privilege to play even a small role in helping them overcome challenges, celebrate meaningful milestones, and build a more secure future for themselves and their families. Every client journey is unique—and that’s exactly what makes this work so meaningful to me.
Everyone’s financial situation is different, so I believe in creating flexible, personalized plans built on transparency, education, and long-term trust.
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