Jared Elad APMA^®, CRPC^®, AAMS^®

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 support 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 businesses, 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 a 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 Advisor℠

CRPC – Chartered Retirement Planning Counselor℠

AAMS - Accredited Asset Management Specialist℠

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.