Jake Geraghty Email & Phone Number
Associate Financial Planner @ Phoenix Wealth Management Ltd
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Jake Geraghty Location
- Oxford, GB
Jake Geraghty Work
- Associate Financial Planner @ (April 2026 - Present)
- Financial Advisor @ (February 2025 - March 2026)
- Trainee Financial Advisor @ (March 2024 - February 2025)
- Trainee Financial Adviser @ (August 2024 - February 2025)
- Heritage Engineering Technician @ (September 2023 - March 2024)
- Heritage Engineering Apprentice @ (August 2020 - September 2023)
- Heritage Engineering Apprentice @ (January 2020 - August 2020)
- Family Office Assistant @ (March 2019 - October 2019)
- Workplace Consultant @ (September 2017 - November 2018)
- Electrical Apprentice @ (August 2012 - October 2014)
Jake Geraghty Education
- Chartered Insurance Institute
(Financial Planning and Services)
2024-2029
Jake Geraghty Summary
- Jake Geraghty, based in Oxford, GB, is currently a Associate Financial Planner at Phoenix Wealth Management Ltd. Jake Geraghty brings experience from previous roles at Mark Barclay Wealth Management, St. James's Place Financial Adviser Academy and Electrogenic. Jake Geraghty holds a 2024 - 2029 Chartered Insurance Institute. Jake Geraghty has 1 mobile phone numbers on RocketReach.
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