Jaime Chavez Location
- San Antonio, TX, US
Jaime Chavez Work
- 2025 - now Financial Planner @
- 2024 - 2025 Financial Advisor @
- 2022 - 2024 Financial Planner @
- 2020 - 2022 Financial Planner @
- 2019 - 2020 Co-Founder @ My College Solutions
- 2017 - 2019 Vice President- Managing Sales Director @
- 2015 - 2017 Vice President Financial Planning @ Intercontinental Companies
- 2012 - 2015 Regional Sales Director @
- 2012 - 2012 Financial Advisor, IAR and Princor Registered Representative @
- 2011 - 2012 Financial Consultant @
- 2008 - 2011 Executive Vice President Talent Division @
- 2005 - 2008 President and Principal Agent @ J & K Financial Solutions, Inc
Jaime Chavez Education
- University of Pennsylvania - The Wharton School 1987 - 1987
- Stanton University
Bachelor of Business Administration (Finance & Marketing)
1977 - 1981 - Association of Certified College Funding Specialists
(Certified College Funding Specialist)
- International Association of Registered Financial Consultants
Registered Financial Consultant Designation (Registered Financial Consultant)
Jaime Chavez Skills
- Series 6
- Sales Management
- Retirement Planning
- Risk Management
- Retirement
- Small Business
- Investments
- Negotiation
- Wealth Management
- Financial Planning
- 401k Retirement Savings Plans
- Strategic Planning
- Talent Acquisition
- Securities
- Series 63
- Mutual Funds
- Series 7
- RFP
- Business Development
- Team Building
- Series 65
- CRM
- Financial Advisory
- Strategic Financial Planning
- Sales
- Community Outreach
- Business Planning
- Disability Insurance
- Coaching
- Finance
- Life Insurance
- Insurance
- Retirement Strategies
- Strategy
- Management
- Series 24
- New Business Development
- 401k
- Leadership
- Succession Planning
- Financial Services
- Customer Relationship Management Crm
- Iar
- Annuities
- Financial Markets
- Fixed Annuities
- Program Management
- 401 Retirement Savings Plans
- Customer Relationship Management
Jaime Chavez Summary
- Jaime Chavez, based in San Antonio, TX, US, is currently a Financial Planner at Prudential Advisors. Jaime Chavez brings experience from previous roles at Wilson Wealth Advisors, A private wealth advisory practice of Ameriprise Financi, Prudential Financial and My College Solutions. Jaime Chavez holds a 1987 - 1987 University of Pennsylvania - The Wharton School. With a robust skill set that includes Series 6, Sales Management, Retirement Planning, Risk Management, Retirement and more. Jaime Chavez has 3 emails and 1 mobile phone numbers on RocketReach.
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