David Jazo Email & Phone Number
Managing Partner | Senior Wealth Advisor @ Wilde Wealth Management Group
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David Jazo Location
- Paradise Valley, AZ, US
David Jazo Work
- Managing Partner | Senior Wealth Advisor @ (March 2025 - Present)
- Wealth Advisor - LPL Financial Advisor @ (December 2020 - March 2025)
- Vice President - LPL Financial Advisor and Wealth Advisor @ (January 2017 - December 2020)
- Vice President-Investments, Financial Advisor @ (July 2009 - January 2017)
- Financial Advisor @ (January 2003 - July 2009)
- Financial Advisor In Training @ (August 1999 - January 2003)
- Research Analyst @ (February 1998 - June 1999)
David Jazo Education
- The American College of Financial Services
(Financial Planning)
2008-2010 - UCLA
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
- Investment Planning
- Deferred Compensation Plans
- Estate Investment Planning
- Concentrated Stock Management
- Business Owner Planning
- Fixed-Income Strategies
- Business-Succession Planning
- Multi-Generational Wealth Planning
- 401(k) Rollovers
- 401k Rollovers
- Fixed Income Strategies
- Business Succession Planning
- Multi Generational Wealth Planning
- Brokerage
- 401 Rollovers
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 2 emails and 2 mobile phone numbers on RocketReach.
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