Jason Rotter Email & Phone Number
Financial Advisor
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Jason Rotter Location
- Chicago, IL, US
Jason Rotter Work
- Financial Advisor @ Edward Jones (May 2019 - Present)
- Stay-at-home Dad @ Rotter Household (January 2017 - January 2019)
- Financial Advisor and Business Development and Principal @ UIu Capital, LLC (January 2014 - January 2016)
- Investment Consultant @ Hewitt EnnisKnupp - an Aon Company (January 2012 - January 2014)
- Director of Business Development and Relationship Manager and Founder @ Windy City Golf League (January 2008 - January 2013)
- Consultant @ Independent Consultant (January 2008 - January 2012)
- Associate Consultant and Associate Account Manager @ Callan Associates (January 2008 - January 2008)
- Credit Analyst and Research Analyst @ Van Kampen Investments (January 2007 - January 2008)
- Internal Sales Consultant @ Van Kampen Investments (January 2004 - January 2007)
- Financial Advisor @ Fifth Third Bank (January 2002 - January 2003)
- Financial Advisor @ Morgan Stanley (January 2001 - January 2002)
Jason Rotter Education
- The University of Chicago Booth School of Business
M.B.A. (Strategic Management, Finance, Entrepreneurship)
2004-2007 - University of Michigan
B.A. (Economics)
1995-1999 - Lake Michigan Catholic High School 1992-1995
Jason Rotter Skills
- 401(k) Plans
- 403(b) Plans
- 457 Plans
- 529 College Savings Plans
- Annuities
- Bonds and Fixed Income
- Brokerage Accounts
- Business Owners
- Custodial Accounts
- Education Savings Accounts
- Exchange-Traded Funds (ETFs)
- Fixed Annuities
- Income Annuities
- Insurance
- Investments
- Life Insurance
- Long-Term Care Disability Insurance
- Long-Term Care Insurance
- Mutual Funds
- ROTH IRA
- Retirement & College Savings
- Retirement Accounts
- Stocks
- Traditional IRA
- Variable Annuities
- Wealth Strategies
- Alternative Investments
- Customer Relations
- Web Content Management
- RFP
- Client Service Oriented
- Account Management
- Sales
- Trade Shows
- Portfolio Management
- Relationship Management
- Client Services
- Business Development
- Negotiation
- Competitive Analysis
- RFI
- Asset Allocation
- Financial Services
- Asset Managment
- Wealth Management
- Dinners
- Equities
- Territory Management
- Microsoft Word
- Investment Strategies
- Asset Management
- Qualitative Research
- Financial Analysis
- Content Development
- Business Strategy
- Management
- Due Diligence
- Research
- Superior Client Service
- Territory Account Management
- Copywriting
- CRM
- Series 7
- Investment Management
- Database Administration
- Retirement and College Savings
- Exchange Traded Funds
- 401 Plans
- 403 Plans
- Long Term Care Insurance
- Long Term Care Disability Insurance
Jason Rotter Summary
- Jason Rotter, based in Chicago, IL, US, is currently a Financial Advisor at Edward Jones. Jason Rotter brings experience from previous roles at Rotter Household, UIu Capital, LLC, Hewitt EnnisKnupp - an Aon Company and Windy City Golf League. Jason Rotter holds a 2004 - 2007 M.B.A. in Strategic Management, Finance, Entrepreneurship @ The University of Chicago Booth School of Business. With a robust skill set that includes 401(k) Plans, 403(b) Plans, 457 Plans, 529 College Savings Plans, Annuities and more. Jason Rotter has 1 emails and 4 mobile phone numbers on RocketReach.
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