Jeffrey Baumgartner Email & Phone Number
Founding Member and Wealth Advisor
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Jeffrey Baumgartner Location
- Bismarck, ND, US
Jeffrey Baumgartner Work
- Founding Member and Wealth Advisor @ J.B. Wealth Strategies (March 2025 - Present)
- Head of Investment Management @ (January 2021 - February 2025)
- Sr. Portfolio Manager @ (March 2020 - January 2021)
- Wealth Manager @ (April 2017 - March 2020)
- Manager @ (July 2015 - April 2017)
- Senior Associate @ (July 2012 - June 2015)
- Associate @ (August 2009 - July 2012)
- Assistant to the President @ Applied Medical Inc. (January 2007 - January 2007)
Jeffrey Baumgartner Education
- University of North Dakota
Bachelor of Science (Accounting)
2005-2009 - St. Mary's Central High School
Jeffrey Baumgartner Skills
- Financial Planning
- Wealth Management
- Investment Management
- Assurance
- Financial Analysis
- Enterprise Risk Management
- Philanthropy
- Tax Planning
- Business Transition
- Sarbanes-Oxley
- Big 4
- CPA
- Auditing
- Financial Reporting
- Sarbanes Oxley Act
- Sarbanes Oxley
- US GAAP
- Accounting
- Internal Controls
- Financial Accounting
- SEC filings
- Internal Audit
Jeffrey Baumgartner Summary
- Jeffrey Baumgartner, based in Bismarck, ND, US, is currently a Founding Member and Wealth Advisor at J.B. Wealth Strategies. Jeffrey Baumgartner brings experience from previous roles at First International Bank & Trust, Accredited Investors Wealth Management® and PwC. Jeffrey Baumgartner holds a 2005 - 2009 Bachelor of Science in Accounting @ University of North Dakota. With a robust skill set that includes Financial Planning, Wealth Management, Investment Management, Assurance, Financial Analysis and more. Jeffrey Baumgartner has 1 emails and 1 mobile phone numbers on RocketReach.
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