Jake West Email & Phone Number
Senior Manager @ Vanguard
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Jake West Location
- Philadelphia, PA, US
Jake West Work
- 2024 -now Senior Manager @
- 2022 -2024 Advisor Manager @
- 2020 -2022 Senior Financial Planner @
- 2016 -2020 Wealth Management Advisor and Financial Consultant @
- 2013 -2016 High Net Worth Representative @
- 2012 -2013 Client Service Representative @
- 2011 -2012 Brokerage Associate @
Jake West Education
- Ursinus College
Bachelor’s Degree (History)
2006-2010
Jake West Skills
- Series 7
- Series 63
- Securities
- Financial Services
- Wealth Management
- Financial Advisory
- Investments
- Finance
- Customer Service
- Mutual Funds
Jake West Summary
- Jake West, based in Philadelphia, PA, US, is currently a Senior Manager at Vanguard. Jake West brings experience from previous roles at Vanguard and TIAA. Jake West holds a 2006 - 2010 Bachelor’s Degree in History @ Ursinus College. With a robust skill set that includes Series 7, Series 63, Securities, Financial Services, Wealth Management and more. Jake West has 3 emails and 2 mobile phone numbers on RocketReach.
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