Brian Jeffries Email & Phone Number
Financial Advisor, Managing Director - Investments @ Wells Fargo Advisors
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Brian Jeffries Location
- Phoenix, AZ, US
Brian Jeffries Work
- 2012 -now Financial Advisor, Managing Director - Investments @
- 2000 -2012 Vice President, Wealth Advisor @
- 1998 -2000 National Equipment Purchaser @
Brian Jeffries Education
- Arizona State University
Bachelor's degree (Finance, General)
1993-1997 - Phoenix Christian High School 1990-1993
Brian Jeffries Skills
- Retirement Planning
- Asset Allocation
- Investment Strategies
- Investments
- Mutual Funds
- Alternative Investments
- Financial Advisory
- Retirement
- Equities
- Securities
- Strategic Planning
- 401k Planning
- 401k Rollovers
Brian Jeffries Summary
- Brian Jeffries, based in Phoenix, AZ, US, is currently a Financial Advisor, Managing Director - Investments at Wells Fargo Advisors. Brian Jeffries brings experience from previous roles at Morgan Stanley Wealth Management and NPL Construction Co.. Brian Jeffries holds a 1993 - 1997 Bachelor's degree in Finance, General @ Arizona State University. With a robust skill set that includes Retirement Planning, Asset Allocation, Investment Strategies, Investments, Mutual Funds and more. Brian Jeffries has 3 emails and 4 mobile phone numbers on RocketReach.
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