Jeff James's Location
New York, New York, United States
Jeff James's Work
- Senior Financial Advisor @ Merrill Lynch
- Senior Financial Advisor - Senior Vice President @ Merrill Lynch
Jeff James's Education
- University of California - Davis
Bachelors
1983 - 1985 - Baruch College, City University of New York (CUNY)1964 - 1969
- City University of New York City College
Jeff James's Skills
- Wealth Management
- Asset Allocation
- Fixed Income
- Series 63
- Alternative Investments
- Investments
- Series 7
- Retirement Planning
- Mutual Funds
- Credit
Jeff James's Summary
Jeff James, based in New York, New York, United States, is currently a Senior Financial Advisor at Merrill Lynch, bringing experience from previous roles at Merrill Lynch. Jeff James holds a 1983 - 1985 Bachelors @ University of California - Davis. With a robust skill set that includes Wealth Management, Asset Allocation, Fixed Income, Series 63, Alternative Investments and more, Jeff James contributes valuable insights to the industry. Jeff James has 2 emails on RocketReach.
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