James Nevers Email & Phone Number
Vice President and Partner @ EP Wealth Advisors
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James Nevers Location
- Kirkland, WA, US
James Nevers Work
- Vice President and Partner @ (December 2021 - Present)
- Senior Advisor @ Soundmark Wealth Management, LLC (June 2012 - December 2021)
- Officer @ (August 2008 - May 2017)
- Client Services @ (June 2008 - September 2008)
James Nevers Education
- Texas Tech University
Masters of Science (Financial Planning)
2011-2012 - Texas Tech University
Masters Certificate (Charitable Financial Planning)
2011-2012 - UW 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 Vice President and 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 2 mobile phone numbers on RocketReach.
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