Jake West Email & Phone Number
Senior Manager @ Vanguard
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Jake West Location
- Philadelphia, PA, US
Jake West Work
- Senior Manager @ (January 2024 - Present)
- Advisor Manager @ (April 2022 - January 2024)
- Senior Financial Planner @ (November 2020 - April 2022)
- Wealth Management Advisor and Financial Consultant @ (January 2016 - November 2020)
- High Net Worth Representative @ (April 2013 - January 2016)
- Client Service Representative @ (February 2012 - April 2013)
- Brokerage Associate @ (May 2011 - February 2012)
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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