Jared Buchanan Email & Phone Number
VP - Product Integration Manager | Personal Retirement @ Merrill Lynch
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Jared Buchanan Location
- Jacksonville, FL, US
Jared Buchanan Work
- 2025 -now VP - Product Integration Manager | Personal Retirement @
- 2021 -2025 VP - Personal Retirement Sales Desk Specialist @
- 2014 -2021 VP - External Retirement Specialist @
- 2012 -2014 AVP, Internal Specialist - Annuities, IRA's, and 529 Plans @
- 2007 -2012 Officer - Retirement Education Specialist @
- 2006 -2007 401k Specialist @
- 2004 -2006 PRC Specialist - Premier Relationship Center @ Bank of America
Jared Buchanan Skills
- Series 7
- Series 66
- Chartered Retirement Planning Counselor (CRPC®)
- Life, Health, & Variable Annuity (FL)
- Inside Sales
- Qualified Retirement Plans
- Retirement Income Planning
- Investment Sales
- Employee Stock Options
- IRAs
- ROTH IRA
- Variable Annuities
- Immediate Annuities
- Fixed Annuities
- 529 Plans
- Banking
- Financial Advisory
- Financial Services
- Retirement Planning
- Uniform Combined State Law
Jared Buchanan Summary
- Jared Buchanan, based in Jacksonville, FL, US, is currently a VP - Product Integration Manager | Personal Retirement at Merrill Lynch. Jared Buchanan brings experience from previous roles at Merrill Lynch. With a robust skill set that includes Series 7, Series 66, Chartered Retirement Planning Counselor (CRPC®), Life, Health, & Variable Annuity (FL), Inside Sales and more. Jared Buchanan has 1 emails and 2 mobile phone numbers on RocketReach.
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