Jeff Boswell Email & Phone Number
Financial Advisor, Senior Vice President - Investments @ Wells Fargo Advisors
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Jeff Boswell Location
- Visalia, CA, US
Jeff Boswell Work
- Financial Advisor, Senior Vice President - Investments @ (June 2009 - Present)
- Financial Advisor, Managing Director - Investments @ (June 2009 - Present)
- Financial Advisor @ (October 1990 - June 2009)
Jeff Boswell Education
- San Diego State University
Bachelor's degree (Business Administration and Management, General)
1984-1987 - San Diego State University-California State University
Bachelor's degree (Business Administration and Management, General)
1984-1987 - College of the Sequoias
Associate's degree (General Studies)
1982-1984
Jeff Boswell Skills
- Investments
- Retirement Planning
- Finance
- Financial Planning
- Wealth Management
- Strategic Planning
- Investment Management
- Financial Advisory
- Series 7
- Portfolio Management
- Customer Service
- Investment Advisory
- Investment Planning
Jeff Boswell Summary
- Jeff Boswell, based in Visalia, CA, US, is currently a Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors. Jeff Boswell brings experience from previous roles at Wells Fargo Advisors and Morgan Stanley Wealth Management. Jeff Boswell holds a 1984 - 1987 Bachelor's degree in Business Administration and Management, General @ San Diego State University. With a robust skill set that includes Investments, Retirement Planning, Finance, Financial Planning, Wealth Management and more. Jeff Boswell has 2 emails and 1 mobile phone numbers on RocketReach.
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