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Investors Asset Management
5000 Legacy Drive
Suite 180
Plano, TX 75024
Phone: (972) 985-7162
Fax: (972) 781-1338
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Household Income Minimum: $0 Investable Asset Minimum: $0
Investors Asset Management, Inc. (IAM) is a Wealth Management Firm established in 1983. It is the longest standing Registered Investment Advisory firm in Plano Texas. Our goal at Investors Asset Management, Inc. (IAM) is to provide a focused approach for comprehensive and dedicated financial planning while investing in ethically sound companies for long-term client sustainability. Our professional investment management is IAM's signature service. Using a carefully researched list of ethically sound companies and investments, the IAM Investment Team establishes high-quality, well-diversified investment portfolios for its clients. IAM is fully committed to helping each client achieve and sustain financial independence.. We spend quality time discovering and understanding a client's needs, often uncovering some the client had not yet identified. Using sound expertise and the latest technology, the IAM Investment Team develops customized solutions that strive to enable clients to realize their financial goals. IAM, through its strategic, last relationships with professional specialists, can also help clients with their estate, tax, and insurance planning needs.At IAM, we are fiduciaries and have a legal obligation to act in your best interest.Our website is updated regularly with Videos, Articles, and Podcasts.www.IAMINVEST.com
At IAM, we are fiduciaries and have a legal obligation to act in your best interest.Our website is updated regularly with Videos, Articles, and Podcasts.www.IAMINVEST.com
Jarrod Upton, CFP® joined IAM in 2010; however, he has served in the financial planning industry since 2006. He is a CERTIFIED FINANCIAL PLANNER™ Professional and helps clients to achieve their financial goals. As Senior Vice President, Jarrod works to guide the strategic direction of the organization, while also implementing and leading financial planning initiatives. He serves on the IAM Investment Committee and is a contributing member.
He received a B.B.A. in Marketing from Texas Tech University (2002), M.B.A. from Texas Tech University (2010), and a M.S. in Personal Financial Planning from Texas Tech University (2010). He has held the Series 7 (General Securities), Series 63 (State Laws) and Series 26 (Limited Principle) FINRA licenses.
Prior to coming aboard with IAM, Jarrod worked at Fidelity Investments, TD Ameritrade, and Cintas Corporation in various management, sales, and client-facing capacities.
Jarrod is very active in his local community, serving on various boards and committees. He is an active member of the Financial Planning Association, Texas Tech Alumni Association, and the Lambda Chi Alpha Alumni Association. He enjoys being active in his local church, running, golfing, fishing, cooking, and spending time with his family and friends. Jarrod and his wife, Amanda, live in the Fort Worth area.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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