Jim Eagleton Email & Phone Number
Senior Financial Advisor @ Wells Fargo Advisors
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Jim Eagleton Location
- Tulsa, OK, US
Jim Eagleton Work
- 2011 -now Senior Financial Advisor @
- 2008 -2011 Senior Financial Advisor at Wells Fargo Advisors @
- 1986 -2008 Financial Advisor @ AG Edwards & Sons
Jim Eagleton Education
- University of Tulsa
Master of Business Administration (MBA) (Finance)
1980-1985 - Oklahoma State University
Bachelor of Science (B.S.) (Finance)
Jim Eagleton Skills
- 401(k) Rollovers
- Equities
- Retirement Planning
- Fixed Income
- Fixed Income Strategies
- Tax-Efficient Strategies
- Investments
- Mutual Funds
- Financial Advisory
- Estate Investment Planning
- Wealth-Preservation Planning
- Securities
- Finance
- Financial Risk
- Financial Analysis
- Asset Allocation
- Retirement
- BBQ
- Wealth Management
- Series 7
- Wealth Preservation Planning
- Estate Planning
- Budgets
- Strategy
- Asset Management
- 401k Rollovers
- Portfolio Management
- Financial Planning
- Public Speaking
- Tax Efficient Strategies
- 401 Rollovers
Jim Eagleton Summary
- Jim Eagleton, based in Tulsa, OK, US, is currently a Senior Financial Advisor at Wells Fargo Advisors Financial Network. Jim Eagleton brings experience from previous roles at Wells Fargo Advisors Financial Network and AG Edwards & Sons. Jim Eagleton holds a 1980 - 1985 Master of Business Administration (MBA) in Finance @ University of Tulsa. With a robust skill set that includes 401(k) Rollovers, Equities, Retirement Planning, Fixed Income, Fixed Income Strategies and more. Jim Eagleton has 1 mobile phone numbers on RocketReach.
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