James Rand Email & Phone Number
Private Client Advisor, Vice President of Investments @ J.P.Morgan Wealth Management
James Rand Location
Lone Tree, CO, US
James Rand Work
- 2013 - now Private Client Advisor, Vice President of Investments @ J.P.Morgan Wealth Management
- 2013 - now Vice President, Private Client Advisor @ JPMorgan Wealth Management
- 2006 - 2013 Portfolio Consultant @ Charles Schwab / Schwab Private Client
- 2005 - 2006 Financial Advisor @ Ameriprise Financial Services, Inc.
James Rand Education
- Elizabethtown College
Bachelor of Science (BS)
1999 - 2003
James Rand Skills
- Portfolio Management
- Management
- Project Management
- Investments
- Microsoft Excel
- Risk Management
- Business Development
- Series 7
- Series 63
James Rand Summary
James Rand, based in Lone Tree, CO, US, is currently a Private Client Advisor, Vice President of Investments at J.P.Morgan Wealth Management. James Rand brings experience from previous roles at JPMorgan Wealth Management, Charles Schwab / Schwab Private Client and Ameriprise Financial Services, Inc.. James Rand holds a 1999 - 2003 Bachelor of Science (BS) @ Elizabethtown College. With a robust skill set that includes Portfolio Management, Management, Project Management, Investments, Microsoft Excel and more. James Rand has 1 mobile phone numbers on RocketReach.
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