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
- 2025 -now Managing Partner | Senior Wealth Advisor @
- 2020 -2025 Wealth Advisor - LPL Financial Advisor @
- 2017 -2020 Vice President - LPL Financial Advisor and Wealth Advisor @
- 2009 -2017 Vice President-Investments, Financial Advisor @
- 2003 -2009 Financial Advisor @
- 1999 -2003 Financial Advisor In Training @
- 1998 -1999 Research Analyst @
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
- 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 3 emails and 2 mobile phone numbers on RocketReach.
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