Jerod Wurm Email & Phone Number
Managing Partner, Wealth Advisor @ Carson Wealth
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Jerod Wurm Location
- Sacramento, CA, US
Jerod Wurm Work
- Managing Partner, Wealth Advisor @ (January 2025 - Present)
- Financial Advisor - Partner @ Wurm & Frye Wealth Management (August 2015 - January 2025)
- Senior Vice President | Financial Advisor | Portfolio Management Director @ (October 2010 - August 2015)
- CEO | Financial Consultant @ Wurm & Frye Wealth Management (May 2003 - October 2010)
- Financial Advisor @ (October 1998 - May 2003)
Jerod Wurm Education
- California State University-Sacramento
Business/ Economics
Jerod Wurm Skills
- Asset Allocation
- Exchange Traded Funds
- Financial Advisory
- Financial Services
- Insurance
- Investment Analysis
- Investment Planning
- Investment Strategies
- Investments
- Multi Generational Wealth Planning
- Retirement Planning
- Retirement Savings
- Risk Management
- Wealth Preservation 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 Business/ Economics @ California State University-Sacramento. With a robust skill set that includes Asset Allocation, Exchange Traded Funds, Financial Advisory, Financial Services, Insurance and more. Jerod Wurm has 2 emails and 3 mobile phone numbers on RocketReach.
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