Skip Navigation
MassMutual financial professional.

Jared Morgensternemail

  • Professional Story

    I am a Financial Planner affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). I have been in the financial services industry since 2004 after starting with MetLife. Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future successful. My broad knowledge of insurance and investment products gives my clients the confidence they need when working with me.

    I can offer comprehensive financial strategies and/or focus on one specific area of need.

    I have clients throughout South Florida, primarily in Boca Raton and Plantation area.

  • Languages:
    • English

  • Specialties:
    • Business Owners
    • Retirement Strategies
    • Investment Strategies
    • Insurance Strategies
    • Retirement Income Planning
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education
    • Special Care
    • LGBTQ
    • Military

Check the background of this investment professional on FINRA’s BrokerCheck

See Jared’s Licenses and Disclosures

Connect with Jared

*Fields are required

First Name is Required
Last Name is Required
Email is Required
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.