J. . Email & Phone Number

Investment Advisor Representative @ Encompass More Group

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J. . Location

American Fork, UT, US

J. . Work

2024 - now Investment Advisor Representative @ Encompass More Group
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2021 - 2024 Registered Representative and Investment Advisor Representative @ Kingswood U.S.
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2019 - 2024 Co-Founder @ DJCAP LLC

2019 - 2021 Registered Representative @ International Assets Advisory
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2019 - 2021 IAR @ International Assets Advisory
2014 - 2018 Registered Representative @ Investment Group
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2010 - 2018 OSJ Manager and IAR @ Global View Capital Advisors
2010 - 2013 Registered Representative @ SFA Partners
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2006 - 2010 IAR @ Investment Advisors International
2005 - 2010 Marketing Director @ World Financial Group (WFG)
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J. . Education

Brigham Young University
Math Education Major, Health Ed.,, Drivers Ed., Gerontology Minors.
1991 - 1995
BYU
BS-- (Mathematics Education)
1991 - 1995
Brigham Young University
Bachelor of Science - BS (Mathematics Teacher Education)
1991 - 1995

Brigham Young University
1991 - 1995
Arizona State University
(Civil Engineering)
1988 - 1989

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J. . Skills

Customer Service
Roth IRA
529 Plans

Simple IRA
Saving for Education
Retirement Income Strategies
401 K Rollovers
Annuity
Wealth Accumulation
Teaching

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J. . Summary

J. ., based in American Fork, UT, US, is currently a Investment Advisor Representative at Encompass More Group. J. . brings experience from previous roles at Kingswood U.S., DJCAP LLC and International Assets Advisory. J. . holds a 1991 - 1995 Math Education Major, Health Ed.,, Drivers Ed., Gerontology Minors. @ Brigham Young University. With a robust skill set that includes Customer Service, Roth IRA, 529 Plans, Simple IRA, Saving for Education and more. J. . has 1 emails and 1 mobile phone numbers on RocketReach.

J. . Emails

Found 1 emails

@encompassmore.com

J. . Phone Numbers

Found 3 phone numbers

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Chris Chatto

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United States
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- +1 702-272-XXXX
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Cortney Eastman

Director of Business Development at Encompass More Group

California, United States
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Scottsdale, AZ, US
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Joe Mougette

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Kelly Galvez

Co-Founder at Encompass More Group

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Investment Advisor Representative at Encompass More Group

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