J Crain Email & Phone Number
Sr Vice President Wealth Management @ First Citizens Investment Services
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J Crain Location
- Collierville, TN, US
J Crain Work
- SR Financial Advisor @ Strategic Wealth Management/LPL (September 2026 - Present)
- Sr Vice President Wealth Management @ (October 2020 - Present)
- Certified Financial Planner @ First Citizens Investment Services (Barbados) Limited (October 2020 - Present)
- Sr Vice President Wealth Management @ (June 2007 - October 2020)
- Sr Vice President @ Smith Barney - Morgan Stanley (June 1994 - June 2007)
J Crain Education
- Southern Methodist University
Political Science and Government
1980-1985
J Crain Skills
- Certified Financial Planner
- College Funding Strategies
- Estate Planning
- Family Wealth Management
- Financial Analysis
- Financial Services
- Investment Management
- Investments
- Multi-generational Planning
- Private Wealth Management
- Retirement Planning
- Wealth Management
- Wealth Management Services
- Wealth Transfer
J Crain Summary
- J Crain, based in Collierville, TN, US, is currently a Sr Vice President Wealth Management at First Citizens Investment Services. J Crain brings experience from previous roles at Strategic Wealth Management/LPL, First Citizens Investment Services (Barbados) Limited, B. Riley Wealth Management and Smith Barney - Morgan Stanley. J Crain holds a 1980 - 1985 Political Science and Government @ Southern Methodist University. With a robust skill set that includes Certified Financial Planner, College Funding Strategies, Estate Planning, Family Wealth Management, Financial Analysis and more. J Crain has 1 emails and 1 mobile phone numbers on RocketReach.
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