J. Combs Email
Lead Financial Planner @ Cetera Financial Specialists
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J. Combs Location
- United States
J. Combs Work
- 2022 -now Lead Financial Planner @
- 2019 -2022 Associate Financial Advisor @
- 2011 -2020 Founder and Owner @ Good Neighbor Lawn Care, LLC
- 2019 -2019 Product Specialist @
- 2018 -2019 Financial Analyst @
J. Combs Education
- College for Financial Planning
Certified Financial Planner (Financial Planning and Services)
2021-2022 - College for Financial Planning
Accredited Portfolio Manager Advisor (APMA) (Wealth Management)
2020-2021 - Ashford University
Master of Business Administration - MBA (Finance)
2018-2020 - Saint Michael's College
Bachelor’s Degree (Accounting and Economics)
2014-2018
J. Combs Skills
- eMoney Advisor
- MoneyGuide Pro
- AssetMap
- Salesforce.com
- WealthBox CRM
- Financial Planning
- Wealth Management
- Education Planning
- Financial Analysis
- Retirement Planning
- Life Insurance
- Financial Services
- Insurance Planning
- Estate Planning
- Uniform Combined State Law
- Personal Finance
- Personal Financial Planning
- Wealth Management Services
- Life & Health Insurance Licenses
- Tax Planning
- General Securities Registered Representative
J. Combs Summary
- J. Combs, based in United States, is currently a Lead Financial Planner at Cetera Financial Specialists. J. Combs brings experience from previous roles at Ameriprise Financial Services, LLC, Good Neighbor Lawn Care, LLC and National Life Group. J. Combs holds a 2021 - 2022 Certified Financial Planner in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes eMoney Advisor, MoneyGuide Pro, AssetMap, Salesforce.com, WealthBox CRM and more. J. Combs has 1 emails on RocketReach.
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J. Combs
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