Christopher Jex Email & Phone Number
Investment Counselor @ Fisher Investments (Past)
5 free lookup(s).
Christopher Jex Location
- Texas, United States
Christopher Jex Work
- 2022 - 2024 Investment Counselor @
- 2020 - 2022 Relationship Manager @
- 2019 - 2020 Private Client Banker @
- 2019 - 2019 Relationship Banker II @
- 2018 - 2019 High Net Worth Tier I @
- 2017 - 2018 Financial Representative @
- 2016 - 2017 Senior Sales and Marketing Development @
- 2016 - 2016 Sales and Marketing Development @
- 2016 - 2016 Sales and Marketing Development @
- 2014 - 2016 Asset Manager @
Christopher Jex Education
- Kaplan
CFP
2024 - 2025 - Utah State University - Jon M. Huntsman School of Business
Bachelor's degree (Economics)
Christopher Jex Skills
- Wealth Accumulation
- Series 65
- Wealth Management
- Investments
- Customer Relationship Management (CRM)
- Leadership
- Sales
- Customer Service
- Social Media
- Strategic Planning
- Series 63
- Data Analysis
- Business Development
- Securities
- Strategic Human Resource Planning
- Onboarding
- Financial Analysis
- Microsoft Office
- Microsoft Excel
- Bloomberg
- PowerPoint
- Human Resources Information Systems (HRIS)
- Software as a Service (SaaS)
- Team Building
- Management
- Public Speaking
- Team Leadership
- Inside Sales
- Series 7
Christopher Jex Summary
- Christopher Jex, based in Texas, United States, was previously a Investment Counselor at Fisher Investments. Christopher Jex brings experience from previous roles at TD Ameritrade, JPMorgan Chase & Co. and Fidelity Investments. Christopher Jex holds a 2024 - 2025 CFP @ Kaplan. With a robust skill set that includes Wealth Accumulation, Series 65, Wealth Management, Investments, Customer Relationship Management (CRM) and more. Christopher Jex has 1 emails and 1 mobile phone numbers on RocketReach.
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