Financial Planning Associate @ (September 2025 - January 2026)
Associate Director II, Advisor Partnerships @ (August 2018 - April 2025)
Associate Financial Advisor @ (August 2017 - July 2018)
Investment Operations Specialist II @ (May 2013 - July 2017)
Investment Operations Intern @ (January 2013 - April 2013)
Financial Management Student Trainee @ (May 2012 - August 2012)
Department of Membership Intern @ (August 2010 - December 2010)
Alexander Jeffries Education
Kent State University
Bachelor of Business Administration (B.B.A.) (Finance)
2009-2013
Alexander Jeffries Summary
Alexander Jeffries, based in Cleveland, OH, US, is currently a Associate Wealth Advisor at Hightower Signature Wealth. Alexander Jeffries brings experience from previous roles at Fairport Wealth, American Endowment Foundation, Eileen M Burkhart & Co., LLC and ValMark Financial Group. Alexander Jeffries holds a 2009 - 2013 Bachelor of Business Administration (B.B.A.) in Finance @ Kent State University. Alexander Jeffries has 1 emails and 1 mobile phone numbers on RocketReach.
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