J. Baughman Location
Novato, CA, US
J. Baughman Work
- 1999 - now President, Certified Wealth Strategist ® @ AFR Financial Group
- 1996 - 1999 Vice President - Investments @ First Union Securities
- 1992 - 1996 Financial Consultant @ Morgan Stanley
J. Baughman Education
- California Lutheran University
Bachelor of Science (Business Administration)
1987 - 1991 - Texas Christian University
(Radio TV Film)
1983 - 1985 - Cannon Financial Institute
CWS ® (Wealth Management)
- The American College
CFP Certificate (Financial Planning)
J. Baughman Skills
- Risk Management
- Retirement
- Asset Allocation
- Portfolio Management
- IRAs
- Wealth Management Services
- High Net Worth Individuals
- Due Diligence
- Wealth Management
- Financial Advisory
J. Baughman Summary
J. Baughman, based in Novato, CA, US, is currently a President, Certified Wealth Strategist ® at Baughman Financial Group. J. Baughman brings experience from previous roles at First Union Securities and Smith Barney. J. Baughman holds a 1987 - 1991 Bachelor of Science in Business Administration @ California Lutheran University. With a robust skill set that includes Risk Management, Retirement, Asset Allocation, Portfolio Management, IRAs and more. J. Baughman has 1 emails and 1 mobile phone numbers on RocketReach.
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