Jeff Jagard Email & Phone Number
Managing Director @ Avalan Wealth
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Jeff Jagard Location
- Los Angeles, CA, US
Jeff Jagard Work
- 2021 -now Managing Director @
- 2018 -2021 Director @
- 2016 -2018 Senior Director @
- 2014 -2016 Managing Partner @ JDW Partners
- 2007 -2014 Vice President @
- 2002 -2006 Senior Account Executive @ Metropolitan Life
Jeff Jagard Education
- Southern Utah University
Bachelor of Arts (B.A.) (English Literature (British and Commonwealth))
1997-2000
Jeff Jagard Skills
- Investments
- Series 7
- Asset Managment
- Series 63
- Hedge Funds
- Financial Modeling
- Asset Allocation
- Alternative Investments
- Portfolio Management
- Equities
- Mutual Funds
- Fixed Income
- Investment Strategies
- Investment Management
- Private Equity
- Financial Analysis
- Asset Management
- Risk Management
- Wealth
- Investment Banking
- Wealth Management
- Options
- Retirement Planning
- Mergers & Acquisitions
- Due Diligence
- Employee Benefits
- Trading Systems
- Electronic Trading
- Disability Insurance
- Proprietary Trading
- Securities
- 401k
- ETFs
- Investment Advisory
- Capital Markets
- Trading
- Financial Services
- Derivatives
- Bloomberg
- Strategic Planning
- Venture Capital
- Management
- Leadership
- Strategy
- Mergers and Acquisitions
- Customer Service
- Team Building
- Business Development
Jeff Jagard Summary
- Jeff Jagard, based in Los Angeles, CA, US, is currently a Managing Director at Avalan Wealth. Jeff Jagard brings experience from previous roles at Miracle Mile Advisors, BNY Mellon Wealth Management, JDW Partners and Sanford C. Bernstein. Jeff Jagard holds a 1997 - 2000 Bachelor of Arts (B.A.) in English Literature (British and Commonwealth) @ Southern Utah University. With a robust skill set that includes Investments, Series 7, Asset Managment, Series 63, Hedge Funds and more. Jeff Jagard has 4 emails and 7 mobile phone numbers on RocketReach.
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