Texas Tech University

Jarrod Upton

AVP, Guidance and Financial Planning | United Capital | Irving, TX

Jarrod Upton is responsible for developing and advancing financial planning initiatives for United Capital, one of the fastest-growing and most innovative financial planning firms with offices throughout the country.

Prior to joining United Capital, Upton was the senior vice president of a regional RIA firm in North Texas where he was responsible for helping clients achieve their financial goals. He also played an integral part in guiding the organization's strategic direction while also implementing and leading financial planning initiatives.

Prior to joining United Capital, Upton was the senior vice president of a regional RIA firm in North Texas where he was responsible for helping clients achieve their financial goals. He also played an integral part in guiding the organization's strategic direction while also implementing and leading financial planning initiatives.

Upton earned a B.B.A. in Marketing (2002) from Texas Tech University. As an undergraduate student, he was a Lambda Chi Alpha officer, Tech Marketing Association officer and in the Finance Association. In 2010 he completed the Texas Tech dual degree in MBA/M.S. in Personal Financial Planning. He and his family are active members of First Baptist Grapevine Church in Grapevine, Texas.

Jarrod Upton