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Jared Kizer, CFA

Jared Kizer, CFA

Chief Investment Officer

Jared Kizer is the Chief Investment Officer for BAM Advisor Services and the BAM ALLIANCE. And while it may sound like his job is all about the numbers, what he likes most about his role is the opportunity for him to collaborate every day with advisors, clients and prospects, helping investors better understand the complicated concepts that will have a tangible effect on their financial lives.

He is also chair of the Investment Policy Committee, which evaluates findings from academic research and applies that learning to develop investment strategy recommendations for The BAM ALLIANCE.

Jared’s passion for education doesn’t end with The BAM ALLIANCE. In 2008, Jared co-authored the book “The Only Guide to Alternative Investments You’ll Ever Need” with financial author Larry Swedroe. Jared has written several articles on a variety of topics, including retirement planning and investment policy. His work has been published in The Journal of Portfolio Management, Journal of Indexes, ETF.com, AdviceIQ.com, Morningstar.com and USA Today. He maintains a blog at MultifactorWorld.com. Jared has also made appearances on local and national television, including Bloomberg Television.

Jared began his career at BAM Advisor Services and at Buckingham as an investment advisor associate in 2003, and later served as an investment advisor until 2008. He rejoined the firm in 2010. For the intervening two years, Jared worked as an investment strategies analyst at NISA Investment Advisors, a firm in St. Louis that manages fixed income portfolios for institutional clients.

Jared holds a master’s degree in finance from Washington University in St. Louis. He lives in Chesterfield, Mo. with his wife and children.

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