Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
4yrs
Jared Tobin
Financial advisor at Olive Wealth Management
Jared Tobin is a fiduciary financial advisor in Houston, Texas, with 4 years in the industry. Jared joined Olive Wealth Management in 2022, a firm offering investment management. Jared holds the CFP® designation.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1333 Heights Boulevard Suite 101, Houston, TX 77008
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.55 million
Advisors at the firm2
States licensed ?1 state
Services through Olive Wealth Management
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowOlive Wealth ManagementCurrent firm
Contact Jared
(832) 304-0712Olive Wealth Management main office 1333 Heights Boulevard Suite 101Houston, TX 77008Office · Get directions Firm websiteHTTP://OLIVEWM.COM
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Questions to ask Jared
Tailored to Jared’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jared
How do I contact Jared?
Call Olive Wealth Management at (832) 304-0712 and ask for Jared Tobin. Jared works from the Houston, TX office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Jared hold?
Series 65. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
Olive Wealth Management reports being paid by a percentage of the assets they manage. Ask Jared for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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