Jeffrey Coleman's Location
Kansas City, Missouri, United States
Jeffrey Coleman's Work
- Wealth Manager @ Gateway Financial Advisors, Inc.
- Chief Executive Officer and Wealth Manager @ CFS Wealth Management Group
- Financial Advisor @ Waddell & Reed, Inc.
- Financial Advisor @ Punter Southall Coleman
- Financial Advisor @ Usbancorp Investment Inc
- Financial Executive @ Citi
- Regional Vice President @ The Hartford
- Regional Director @ BNP Paribas Fortis
- Student @ Graceland University
Jeffrey Coleman's Education
- Graceland University1981 - 1983
- Oak Grove High School Oak Grove, MO1977 - 1981
Jeffrey Coleman's Skills
- Specialize in Retirement Income
- Specialize in Wealth Preservation
- Specialize in Wealth Transfer
- Investments
- Investment Advisory
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Retirement
- Financial Advisory
Jeffrey Coleman's Summary
Jeffrey Coleman, based in Kansas City, Missouri, United States, is currently a Wealth Manager at Gateway Financial Advisors, Inc., bringing experience from previous roles at CFS Wealth Management Group, Waddell & Reed, Inc., Coleman Financial Services LTD and Usbancorp Investment Inc. Jeffrey Coleman holds a 1981 - 1983 Graceland University. With a robust skill set that includes Specialize in Retirement Income, Specialize in Wealth Preservation, Specialize in Wealth Transfer, Investments, Investment Advisory and more, Jeffrey Coleman contributes valuable insights to the industry. Jeffrey Coleman has 3 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Jeffrey Coleman you were looking for?
Find contact details for 700 million professionals.
Others Named Jeffrey Coleman
-
25+
-
52
-
23
-
45+
-
25+
-
22
-
23
-
23
Top Gateway Financial Advisors, Inc. Employees
-
35+
-
View
Aif Joseph Hurley
President, Gateway NW Finacial Advisors at Gateway Financial Advisors, Inc.
Battle Ground, WA, US45+ -
11
-
45+
-
5+5+
-
5+5+
-
ViewFrank Stahlschmidt
Managing Director - Northern California at Gateway Financial Advisors, Inc.
Walnut Creek, CA, US23 -
31
-
21
-
View
Myles Yates
Director of Information Technology at Gateway Financial Advisors, Inc.
California, United States45+ -
12
-
35+
-
1
-
21
-
ViewHarry Panosian
I Help People Build a Comfortable Retirement at Gateway Financial Advisors, Inc.
Scottsdale, Arizona, United States31 -
ViewJeffrey Coleman
Wealth Manager at Gateway Financial Advisors, Inc.
Kansas City, Missouri, United States33
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
