Jarad Plummer in

Jarad Plummer

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Vice President at Lenox Advisors
📍 Greater Chicago Area, United States

Jarad is a Vice President at Lenox Advisors in Chicago, specializing in integrated estate planning and insurance solutions for high-net-worth clients. He also structures employee benefits strategies for corporate clients. He holds multiple securities licenses and earned his B.S. from the University of Wisconsin-Madison.

Outside of work, Jarad is a former member of the University of Wisconsin Track & Field team who enjoys golfing and fishing. He values spending quality time with his wife, Whitney, and their dog, Mila.

In 2026, Jarad was recognized by Forbes as a Top Financial Security Professional Best-in-State.

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Experience
16 Years
Current Role
Vice President
Job Level
Senior
Location
Greater Chicago Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jarad cares about

Wealth Management
He works with high-net-worth individual clients, providing integrated solutions for their financial needs.
Estate Planning
His professional bio lists estate planning and insurance solutions as one of his primary specializations.
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Career

Work history

10-2017
Vice President
Lenox Advisors
1-2010 - 9-2017
Financial Advisor
J Plummer Financial Group
In the press

Media appearances

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Education
2005 - 2009
Consumer Affairs in Business-Personal Finance
University of Wisconsin-Madison
2005 - 2009
B.S
University of Wisconsin-Madison
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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