Jesse Smith Email & Phone Number
Regional Vice President
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Jesse Smith Location
- Los Angeles, CA, US
Jesse Smith Work
- 2017 -now Regional Vice President @ AXA Advisors, LLC
- 2015 -2016 Financial Consultant @
- 2012 -2015 Financial Advisor @ Merrill Lynch
- 2007 -2012 Financial Advisor @
Jesse Smith Education
- Regents College, State University New York 1993-1994
- U.S. Naval Academy 1984-1988
Jesse Smith Skills
- Series 63
- Planning
- Accounting
- Fixed Income
- Marc
- Valuation
- Portfolio Management
- Investments
- Business Development
- Mortgage Lending
- Investment Advisory
- Strategy
- Commercial Banking
- Wealth Management
- Equities
- Sales Management
- Mutual Funds
- Strategic Financial Planning
- Asset Management
- Financial Analysis
- Regional Planning
- Management
- Due Diligence
- Commercial Lending
- Series 7
- Investment Management
- Exchange Traded Derivatives
- Life and Health Insurance Licenses
Jesse Smith Summary
- Jesse Smith, based in Los Angeles, CA, US, is currently a Regional Vice President at AXA Advisors, LLC. Jesse Smith brings experience from previous roles at Fidelity Investments, Merrill Lynch and Smith Barney. Jesse Smith holds a 1993 - 1994 Regents College, State University New York. With a robust skill set that includes Series 63, Planning, Accounting, Fixed Income, Marc and more. Jesse Smith has 1 mobile phone numbers on RocketReach.
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