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Derek Jess Location
St. Louis, MO, US
Derek Jess Work
Sr. Manager of Advisor Success @ (April 2025 - Present)
Shareholder @ (December 2021 - Present)
Sr. Wealth Manager @ (June 2021 - April 2025)
Wealth Manager @ (June 2018 - June 2021)
Advisor, Investments and Planning | Raymond James Financial Services @ First National Bank of Colorado (August 2015 - June 2018)
Assistant Branch Manager @ First National Bank of Colorado (January 2015 - August 2015)
Personal Banker @ First National Bank of Colorado (June 2013 - January 2015)
Customer Sales and Service Representative @ (December 2012 - June 2013)
Derek Jess Education
College for Financial Planning
Master of Science - MS (Personal Financial Planning)
2018-2019
University of Nebraska-Lincoln
Bachelor of Arts (Communication Studies)
2008-2012
Derek Jess Skills
Home Equity Lines of Credit
Banking
University Teaching
Planning
Public Speaking
Sales
Personal Banking
Customer Retention
Portfolio Management
Customer Satisfaction
Investments
Relationship Management
Mortgage Lending
Team Leadership
Strategic Planning
Financial Services
Home Equity Loans
Sales Management
Social Networking
Leadership Development
Consumer Lending
Employee Training
Customer Service
Retail Banking
Network Marketing
Loans
Derek Jess Summary
Derek Jess, based in St. Louis, MO, US, is currently a Shareholder at Plancorp Wealth Management. Derek Jess brings experience from previous roles at Plancorp Wealth Management and First National Bank of Colorado. Derek Jess holds a 2018 - 2019 Master of Science - MS in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Home Equity Lines of Credit, Banking, University Teaching, Planning, Public Speaking and more. Derek Jess has 3 emails and 3 mobile phone numbers on RocketReach.
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