Jarrett and Greg branched out from Alex Brown in 2020 to start iCapital Wealth. Prior to joining Alex Brown/Raymond James, Jarrett was a Director at Deutsche Bank and a Vice President at Credit Suisse in the San Francisco offices. where he focused on advising technology executives, venture capitalists, entrepreneurs, and energy executives through numerous acquisitions and IPOs.

Jarrett has been ranked by Forbes magazine as a Top Advisor in California and in the USA.  He has also been ranked as a Top Advisor by On Wall Street, 40under 40. Jarrett has extensive experience in hedging and selling restricted stock, listed equities, fixed income, hedge funds, foreign currency, and working with executives and entrepreneurs post liquidity.  Jarrett’s team advises numerous executives from their initial venture capital funding through an eventual acquisition or IPO to help ensure an efficient transaction for the client. Jarrett began his career at A.G. Edwards in 2007.