Jared George Email & Phone Number
Senior Financial Advisor, Vice President - Investments @ Wells Fargo Advisors
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Jared George Location
- Fort Worth, TX, US
Jared George Work
- Senior Financial Advisor, Vice President - Investments @ (February 2025 - Present)
- Financial Advisor @ PNC Investments (September 2022 - March 2025)
- Co-Founder and Managing Partner @ (November 2021 - September 2022)
- Portfolio Manager | Financial Planning Specialist | Financial Advisor @ (June 2017 - November 2021)
- Customer Service Manager @ (April 2016 - June 2017)
- Associate Personal Banker @ (September 2015 - April 2016)
- Operations Assistant @ (March 2015 - September 2015)
Jared George Education
- The American College of Financial Services
Certified Financial Planner (CFP)
2023-2024 - West Texas A&M University College of Business
Bachelor of Business Administration (B.B.A.) (Finance, Marketing, and Management)
Jared George Skills
- Wealth Management
- Financial Planning
- Financial Markets
- Investments
- Portfolio Management
- Economics
- Banking
- Hedge Funds
Jared George Summary
- Jared George, based in Fort Worth, TX, US, is currently a Senior Financial Advisor, Vice President - Investments at Wells Fargo Advisors. Jared George brings experience from previous roles at PNC Investments, Verterent Capital, Morgan Stanley and Herring Bank. Jared George holds a 2023 - 2024 Certified Financial Planner (CFP) @ The American College of Financial Services. With a robust skill set that includes Wealth Management, Financial Planning, Financial Markets, Investments, Portfolio Management and more. Jared George has 1 emails and 1 mobile phone numbers on RocketReach.
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