PFM Jared Copeland

Jared Copeland

Associate, Wealth Manager, Salt Lake City

Jared Copeland assists clients with creating a financial plan to meet each client’s unique financial needs at the Salt Lake City office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.

Jared began his career working in education, and as a result has seen the value of goals and continual learning. After transitioning to financial planning in 2016, Jared brought that education mindset to not only managing client investments but to assisting clients reach their financial goals.

Jared earned a Bachelor’s degree from Weber State University and attended graduate school at Utah State University. As a lifelong student, he has always had interest in finance and financial planning.

Jared and his wife have enjoyed living in northern Utah for the majority of their lives. They have four children and stay busy supporting them in their sports and other pursuits. Jared loves to ski in the winter, garden in the summer, and read year round—that is when he isn’t spending time with his family.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co., member FINRA/SIPC. GS&Co. and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

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