Jason Devries Location
- San Diego, CA, US
Jason Devries Work
- now Financial Educator @
- 2017 - now Retirement Educator @
- 2010 - 2017 Executive Vice President and Director of Client Relations @
- 2015 - 2016 Financial Advisor and Senior Financial Services Representative @ Princor Financial Services Corporation a Member of the Principal Financial Group
- 2008 - 2012 Financial Advisor, Senior Financial Services Representative @
- 2008 - 2010 Leadership Chairman, Steering Committee Member @
- 2007 - 2009 Board Member, Treasurer, Finance Committee Chairman @ Family Service Centers
- 2006 - 2007 Vice President @
- 2004 - 2006 Premier Banking and Investments @
- 2003 - 2006 Assistant Vice President, Branch Manager and Premier Banker @
- 2004 - 2006 Steering Committee Member and Recruitment Chairman @
Jason Devries Education
- University Of California - Los Angeles
Bachelor Of Arts
1994 - 1998 - Huntington Beach High School 1990 - 1994
Jason Devries Skills
- Leadership
- Estate Planning
- Pension Plans
- Plannning
- Deferred Compensation Plans
- Sep And Simple Iras
- 401 K
- Banking
- Public Speaking
- Financial Needs Analysis
- Cloud And Hostingsolutions
- Iras Traditional And Roth
- 65 Registrations
- Mergers
- Insurance
- Universal Life Insurance
- Retirement Planning
- Sales
- Event Planning
- Networking
- Portfolio Management
- IRAs
- Annuities Variable And Fixed
- Investments
- Business Development
- Installation And Support
- Negotiation
- Informal Business Valuation
- Finance
- Team Leadership
- 401k
- Process Improvement
- Series 6
- Asset Allocation
- Income Protection
- Strategic Planning
- Software
- Split Dollar Plans
- Asset Managment
- Wealth Management
- Systemintegration
- Mutual Funds
- Strategy
- Business Planning
- Strategic Financial Planning
- 403 b
- Charitable Giving
- Disability Income Insurance
- Buy Sell Agreements
- Program Management
- Voip And Mobile Solutions
- Wealth Accumulation
- Executive Benefits Strategies
- Supplemental Retirement Income
- Risk Management
- Key Person Insurance
- Change Management
- Survivor Income
- Microsoft Excel
- Customer Service
- Financial Analysis
- Storage
- College Funding Strategies
- Long Term Care Insurance
- Budgets
- Non Profits
- Business Strategy
- Management
- Small Business
- Project Management
- Coaching
- Public Relations
- Term Life Insurance
- Tax Efficiency
- Research
- Business Continuation Strategies
- Security
- Remote Systemmanagement
- Retirement
- Tax Deferred Savings
- Loans
- Analysis
- Hardware
- Employee Benefits
- Annuities
Jason Devries Summary
- Jason Devries, based in San Diego, CA, US, is currently a Financial Educator at Wells Fargo. Jason Devries brings experience from previous roles at Wells Fargo, Eaton Financial, Princor Financial Services Corporation a Member of the Principal Financial Group and Principal Financial Group. Jason Devries holds a 1994 - 1998 Bachelor Of Arts @ University Of California - Los Angeles. With a robust skill set that includes Leadership, Estate Planning, Pension Plans, Plannning, Deferred Compensation Plans and more. Jason Devries has 3 emails and 1 mobile phone numbers on RocketReach.
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