Jerod Wurm Location
- Sacramento, CA, US
Jerod Wurm Work
- 2025 - now Managing Partner, Wealth Advisor @
- 2015 - 2025 Financial Advisor - Partner @
- 2010 - 2015 Senior Vice President | Financial Advisor | Portfolio Management Director @
- 2003 - 2010 CEO | Financial Consultant @
- 1998 - 2003 Financial Advisor @
Jerod Wurm Education
- California State University-Sacramento
(Business/ Economics)
Jerod Wurm Skills
- Financial Advisory
- Investment Strategies
- Investments
- Risk Management
- Investment Planning
- Retirement Savings
- Investment Analysis
- Exchange Traded Funds
- Wealth Preservation Planning
- Asset Allocation
- Insurance
- Financial Services
- Retirement Planning
- Multi Generational Wealth Planning
Jerod Wurm Summary
- Jerod Wurm, based in Sacramento, CA, US, is currently a Managing Partner, Wealth Advisor at Carson Wealth. Jerod Wurm brings experience from previous roles at Wurm & Frye Wealth Management, Morgan Stanley and Prudential Financial. Jerod Wurm holds a California State University-Sacramento. With a robust skill set that includes Financial Advisory, Investment Strategies, Investments, Risk Management, Investment Planning and more. Jerod Wurm has 2 emails and 4 mobile phone numbers on RocketReach.
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