Jared Vachon has joined ESI as Senior Investment Product Management Associate, where he focuses on supporting the development and implementation of investment solutions for advisors and their clients. He is working on the Product team reporting to Dan Randall, VP of Product Management, Business Development. Jared is based in the Dallas office. His initial focus is on supporting ESI’s advisors and performing due diligence on variable annuities.
Jared’s background is in portfolio management and investment operations, most recently working as an Investment Portfolio Analyst at Commonwealth Financial Network supporting a $15 billion managed portfolio platform and collaborating closely with advisors on portfolio construction, rebalancing strategies, and long-term investment planning.
Throughout his career, he has worked across both the operational and investment sides of the business—from trade execution and reconciliation to portfolio strategy—which has given him a well-rounded perspective on how to deliver both efficient execution and thoughtful investment support.
“What I enjoy most is helping simplify complex investment concepts and ensuring that advisors and clients feel confident in the strategies being implemented,” Jared said. “My goal is to provide clear, reliable support and contribute to a smooth, well-coordinated experience.”
Jared is excited to be part of Equity Services and looks forward to working with you. Please feel free to contact him at 469-851-9468 or jvachon@nationallife.com.