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Jarred Elwell, JD, CRPC(R)

Jarred Elwell, JD, CRPC(R)

Vice President

Jarred began his professional career working for a wealth management firm in Oklahoma City after graduating from the University of Oklahoma School of Law in 2014. He then worked for a general practice law firm before opening his own law practice and returning to financial services. Jarred joined Partners in Planning as Vice President in 2019. While in law school, he was a member of the Phi Delta Phi legal honor society and interned for a prominent criminal defense attorney before graduating in the top third of his class.

Jarred has always enjoyed helping his clients prepare and plan – especially for a work-optional life. Rather than focusing on one or two aspects of a client’s financial life, Jarred uses his financial and legal training to provide a comprehensive perspective to his clients. This perspective helps clients define goals, address risks, and successfully implement a plan.

Jarred continues to practice law focusing his efforts on estate planning, business formation, and physician contracts. He volunteers his time by lecturing physician residents about the different aspects of physician contracts.

Jarred lives in Norman with his wife, Victoria, and sons, Jack and Liam. He enjoys traveling with his family and is an avid sports fan. 

United Planners does not provide legal services.  All legal services are provided by Jarred Elwell, independently of his relationship with United Planners.