David Jazo Email & Phone Number
Managing Partner | Senior Wealth Advisor @ Wilde Wealth Management Group
David Jazo Location
Paradise Valley, AZ, US
David Jazo Work
- 2025 - now Managing Partner | Senior Wealth Advisor @ Wilde Wealth Management Group
- 2020 - 2025 Wealth Advisor - LPL Financial Advisor @ Arizona Bank & Trust, a division of HTLF Bank
- 2017 - 2020 Vice President - LPL Financial Advisor and Wealth Advisor @ Johnson Financial Group
- 2009 - 2017 Vice President-Investments, Financial Advisor @ Wells Fargo Advisors
- 2003 - 2009 Financial Advisor @ Bank of America
- 1999 - 2003 Financial Advisor In Training @ Prudential Financial
- 1998 - 1999 Research Analyst @ William O'Neil + Co., Inc.
David Jazo Education
- The American College of Financial Services
(Financial Planning)
2008 - 2010 - University of California, Los Angeles
Bachelor of Arts (Political Science)
1992 - 1996
David Jazo Skills
- Investments
- Retirement
- Finance
- Risk Management
- Financial Services
- Insurance
- Mutual Funds
- Asset Allocation
- Investment Strategies
- Financial Analysis
David Jazo Summary
David Jazo, based in Paradise Valley, AZ, US, is currently a Managing Partner | Senior Wealth Advisor at Wilde Wealth Management Group. David Jazo brings experience from previous roles at Arizona Bank & Trust, Johnson Financial Group, Wells Fargo Advisors and Bank of America. David Jazo holds a 2008 - 2010 The American College of Financial Services. With a robust skill set that includes Investments, Retirement, Finance, Risk Management, Financial Services and more. David Jazo has 3 emails and 1 mobile phone numbers on RocketReach.
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