Jeffrey Barrera Email & Phone Number
Branch Manager | Financial Advisor @ Retirement by Design, Inc. | Raymond James Financial
Jeffrey Barrera's Location
Lakewood, CA, US
Jeffrey Barrera's Work
- Branch Manager | Financial Advisor @ Retirement by Design, Inc. | Raymond James Financial
- Vice President, Investments @ Chase Investment Services
- Vice President, Investments @ WM Financial Services
- Financial Assistant @ Great Western Home Loans
Jeffrey Barrera's Education
- American College2011 - 2013
Jeffrey Barrera's Skills
- Alternative Investments
- Estate Planning
- Series 63
- Financial Advisory
- Wealth Preservation Planning
- Retirement Planning
- Investments
- Series 6
- Finance
- Series 66
Jeffrey Barrera's Summary
Jeffrey Barrera, based in Lakewood, CA, US, is currently a Branch Manager | Financial Advisor at Retirement by Design, Inc. | Raymond James Financial, bringing experience from previous roles at Chase Investment Services, WM Financial Services and Great Western Financial Services, Inc.. Jeffrey Barrera holds a 2011 - 2013 American College. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Wealth Preservation Planning and more, Jeffrey Barrera contributes valuable insights to the industry. Jeffrey Barrera has 2 emails on RocketReach.
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