Jeffrey Cerny's Location
California, United States
Jeffrey Cerny's Work
- Principal Owner @ Atlas Wealth Management
- Sub Advisor @ William Jordan Investments
- Investment Advisor Representative @ Commonwealth Retirement Investment Services
- Investment Advisor Representative @ Ameriprise
Jeffrey Cerny's Education
- University of Houston
Bachelor of Science (BS) (Electrical Engineering)
1988 - 1991
Jeffrey Cerny's Skills
- Financial Reporting
- Estate Planning
- Customer Service
- Asset Allocation
- Management
- Wealth Management
- Portfolio Management
- Strategic Planning
- Leadership
- Financial Services
Jeffrey Cerny's Summary
Jeffrey Cerny, based in California, United States, is currently a Principal Owner at Atlas Wealth Management Group, LLC, bringing experience from previous roles at sub Advisor to William Jordan Investment, Commonwealth Retirement Investment Services and Ameriprise. Jeffrey Cerny holds a 1988 - 1991 Bachelor of Science (BS) in Electrical Engineering @ University of Houston. With a robust skill set that includes Financial Reporting, Estate Planning, Customer Service, Asset Allocation, Management and more, Jeffrey Cerny contributes valuable insights to the industry. Jeffrey Cerny has 3 emails and 1 mobile phone number on RocketReach.
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