Jeffrey Jones Email & Phone Number
Associate Financial Advisor @ Essex Financial Services, Inc
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Jeffrey Jones Location
- Fairfield, CT, US
Jeffrey Jones Work
- Associate Financial Advisor @ (May 2025 - Present)
- Relationship Manager @ (November 2024 - May 2025)
- Wealth Senior Client Portfolio Manager @ (April 2023 - November 2024)
- Associate Portfolio Manager @ (December 2018 - April 2023)
- Investment Portfolio Analyst @ (August 2015 - December 2018)
- Senior Associate - Sales Strategy and Planning @ (May 2014 - August 2015)
- Private Client Investment Associate @ (November 2011 - May 2014)
- Personal Banker @ (July 2009 - November 2011)
- Financial Services Representative and Investment Advisor @ MetLife, Inc (March 2008 - July 2009)
- Retail Leader @ Pantry Warehouse, LLC (June 1997 - March 2008)
Jeffrey Jones Education
- Syracuse University - Martin J. Whitman School of Management
MBA (Finance)
- Port Chester High School
Diploma
- University at Albany, State University of New
Bachelor of Arts (Economics)
Jeffrey Jones Skills
- Life Insurance
- Annuities
- Customer Service
- Problem Solving
- Communication
- Investments
- Financial Services
- Retirement Planning
- Series 7
- Portfolio Management
- Sales
- Mutual Funds
- Finance
- Wealth Management
- Securities
- Equities
- Fixed Income
- Financial Planning
- Financial Analysis
- Credit
- Investment Advisory
- Financial Risk
- Strategic Financial Planning
- CRM
- Financial Advisory
- Insurance
- Banking
- Investment Strategies
- Asset Allocation
- PowerPoint
- PowerPoint Presentations
- Microsoft Office
- Microsoft Excel
- Client Relationship Building
- Customer Contact
- Relationship Building
- Team Leadership
- FactSet
- Series 6
- Process Improvement
- Product Knowledge
- Procedure Development
- Training and Mentoring
- Wealth Management Services
- Data Research and Analysis
- Management/Team Leadership
- Trading
- Customer Relationship Management (CRM)
Jeffrey Jones Summary
- Jeffrey Jones, based in Fairfield, CT, US, is currently a Associate Financial Advisor at Essex Financial. Jeffrey Jones brings experience from previous roles at FCI Advisors, Wilmington Trust and City National Rochdale. Jeffrey Jones holds a MBA in Finance @ Syracuse University - Martin J. Whitman School of Management. With a robust skill set that includes Life Insurance, Annuities, Customer Service, Problem Solving, Communication and more. Jeffrey Jones has 2 emails and 1 mobile phone numbers on RocketReach.
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