Jeff Alejandro Email & Phone Number
Financial Advisor, RJFS @ ATS Wealth Circle
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Jeff Alejandro Location
- Cupertino, CA, US
Jeff Alejandro Work
- Financial Advisor, RJFS @ (December 2023 - Present)
- Financial Advisor at RJFS, Addison Avenue Investment Services @ (October 2007 - December 2023)
- Financial Executive @ (August 2001 - October 2007)
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 mobile phone numbers on RocketReach.
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