At Echo Wealth Management (EWM), Jared Johnson isn’t just crunching numbers—he’s creating strategies that turn financial goals into reality. As a Shareholder and Wealth Manager, Jared plays a key role in portfolio management, trading, and financial planning, ensuring every client has a clear, customized path to success.

“I love helping clients make sense of their finances,” Jared shares. “There’s a lot of information out there, and it can feel overwhelming. My job is to simplify the complexities and provide clients with a clear, actionable plan they can trust.”

From the Ice to Investments: Jared’s Path to Wealth Management

Jared’s passion for finance started early, inspired by a family friend in wealth management. But before diving into the financial world, he spent years developing his leadership skills on the ice rink. A Wisconsin native, Jared played collegiate hockey at Saint Mary’s University of Minnesota, serving as assistant captain of the NCAA Men’s Ice Hockey Team.

“Hockey taught me a lot about teamwork, adaptability, and staying focused under pressure—all skills I use every day in wealth management,” he says. “In both sports and finance, you need a game plan, but you also need to be able to adjust when things change.”

After earning dual degrees in Finance and Business Intelligence & Analytics, Jared joined EWM in 2018, eager to apply his data-driven mindset to financial planning. Since then, he’s been instrumental in refining internal processes, leading trading strategies, and developing the Echo Dashboard—a tool that aligns financial planning with each client’s unique goals.

A Strategic, Hands-On Approach

Jared believes that successful financial planning is a balance of data and human insight.

“Wealth management is both an art and a science,” he explains. “The numbers matter, of course, but so does understanding each client’s personal goals, values, and priorities. That’s what makes wealth management so rewarding—every client has a different story, and I get to help shape the next chapter.”

With a meticulous eye for detail and efficiency, Jared ensures clients’ financial strategies are built for both short-term flexibility and long-term success. Whether it’s adjusting portfolios, optimizing tax strategies, or planning for generational wealth, he’s always looking ahead—so his clients can feel confident about what’s next.

Life Beyond Wealth Management

When he’s not working with clients, Jared stays active and engaged—whether that’s playing in a local men’s hockey league, hitting the golf course/tennis court, doing a Peloton class, or spending time with his wife, Lex, in Saint Paul.

“I’m always looking for ways to challenge myself and grow, both personally and professionally,” he says. “That’s what keeps life interesting.”

At Echo Wealth Management, Jared is more than just a financial expert—he’s a trusted partner, dedicated to helping clients build, grow, and protect their wealth. With his strategic mindset, deep expertise, and commitment to innovation, he ensures that every client feels informed, empowered, and in control of their financial future.