Jeff Alejandro Email & Phone Number
Financial Advisor, RJFS @ ATS Wealth Circle
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jeff Alejandro Location
- Cupertino, CA, US
Jeff Alejandro Work
- 2023 -now Financial Advisor, RJFS @
- 2007 -2023 Financial Advisor at RJFS, Addison Avenue Investment Services @
- 2001 -2007 Financial Executive @
Jeff Alejandro Education
- University of San Francisco
Bachelor of Science (Business Administration)
1997-2001
Jeff Alejandro Skills
- Portfolio Management
- Management
- Financial Modeling
- Investments
- Finance
- Retirement
- Services
- Asset Allocation
- Strategic Planning
- Financial Services
- Retirement Planning
- Wealth Management
- Series 7
- Risk Management
Jeff Alejandro Summary
- Jeff Alejandro, based in Cupertino, CA, US, is currently a Financial Advisor, RJFS at ATS Wealth Circle. Jeff Alejandro brings experience from previous roles at Addison Avenue Investment Services and SMITH BARNEY. Jeff Alejandro holds a 1997 - 2001 Bachelor of Science in Business Administration @ University of San Francisco. With a robust skill set that includes Portfolio Management, Management, Financial Modeling, Investments, Finance and more. Jeff Alejandro has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jeff Alejandro?
Find contact details for 700 million professionals.
Others Named Jeff Alejandro
Jeff Alejandro
Financial Advisor, RJFS
Cupertino, CA, US
Jeffrey Alejandro
Owner
Lake Worth, FL, US
Jeffrey Alejandro
Rep
West Palm Beach, FL, US
Jeffrey Alejandro Reyes
Registered Nurse
Abu Dhabi, United Arab Emirates
Top ATS Wealth Circle Employees
Endry Surjanto
Financial Advisor, RJFS
Cupertino, CA, US
Jeff Alejandro
Financial Advisor, RJFS
Cupertino, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co