James Nevers Location
Kirkland, WA, US
James Nevers Work
- 2021 - now Partner @ EP Wealth Advisors
- 2012 - 2021 Senior Advisor @ Soundmark Wealth Management, LLC
- 2008 - 2017 Officer @ Army National Guard
- 2008 - 2008 Client Services Intern @ Morgan Stanley
James Nevers Education
- Texas Tech University
Masters of Science (Financial Planning)
2011 - 2012 - Texas Tech University
Masters Certificate (Charitable Financial Planning)
2011 - 2012 - University of Washington, Michael G. Foster School of Business
Bachelors of Arts (Finance)
2008 - 2010
James Nevers Skills
- Public Diplomacy
- Wealth Management
- Retirement Planning
- Superannuation
- Military Operations
- National Security
James Nevers Summary
James Nevers, based in Kirkland, WA, US, is currently a Partner at EP Wealth Advisors. James Nevers brings experience from previous roles at Soundmark Wealth Management, LLC, Army National Guard and Morgan Stanley Smith Barney. James Nevers holds a 2011 - 2012 Masters of Science in Financial Planning @ Texas Tech University. With a robust skill set that includes Public Diplomacy, Wealth Management, Retirement Planning, Superannuation, Military Operations and more. James Nevers has 3 emails and 1 mobile phone numbers on RocketReach.
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