J. McLaughlin Email & Phone Number
Wealth Manager @ Savvy Wealth
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J. McLaughlin Location
- Hawthorne, CA, US
J. McLaughlin Work
- Wealth Manager @ (July 2024 - Present)
- Director of Fundraising @ (December 2019 - Present)
- Wealth Manager @ (September 2019 - July 2024)
- Vice President @ (February 2019 - August 2019)
- Portfolio Manager and Vice President @ (December 2008 - June 2018)
- Portfolio Manager @ Ryder, Stilwell Investment Advisors, Inc. (April 2001 - December 2008)
J. McLaughlin Education
- California Polytechnic State University-San Luis Obispo
B.S. Business Administration (Finance)
1997-2001 - UC Irvine
None (Computer Science)
1996-1997
J. McLaughlin Skills
- Budgets
- Portfolio Management
- Equities
- Fixed Income
- Accounting
- Capital Management
J. McLaughlin Summary
- J. McLaughlin, based in Hawthorne, CA, US, is currently a Wealth Manager at Savvy Wealth. J. McLaughlin brings experience from previous roles at Wiseburn Education Foundation, Signature Resources Capital Management, LLC, One Wealth Management Financial & Insurance Services and First Western Capital Management. J. McLaughlin holds a 1997 - 2001 B.S. Business Administration in Finance @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Budgets, Portfolio Management, Equities, Fixed Income, Accounting and more. J. McLaughlin has 3 emails and 2 mobile phone numbers on RocketReach.
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