Jared Lee Email & Phone Number
Vice President - Portfolio Consultant @ Sheaff Brock Investment Advisors
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Jared Lee Location
- Indianapolis, IN, US
Jared Lee Work
- 2017 -now Vice President - Portfolio Consultant @
- 2015 -2017 Team Manager @
- 2008 -2015 Financial Services Professional @
Jared Lee Education
- Midland College
Jared Lee Skills
- Key Performance Indicators
- Facilitation
- Strategic Thinking
- Cash Flow
- Finance
- Securities
- 401(k) Rollovers
- Asset Allocation
- ETFs
- Investments
- Securities Regulation
- Investment Strategies
- Retirement Planning
- Business Decision Making
- Series 66
- Series 7
- Series 63
- Series 9
- Series 10
Jared Lee Summary
- Jared Lee, based in Indianapolis, IN, US, is currently a Vice President - Portfolio Consultant at Sheaff Brock Investment Advisors. Jared Lee brings experience from previous roles at Charles Schwab. Jared Lee holds a Midland College. With a robust skill set that includes Key Performance Indicators, Facilitation, Strategic Thinking, Cash Flow, Finance and more. Jared Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Sheaff Brock Investment Advisors Employees
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