John Jespersen Email & Phone Number
Financial Planner and Wealth Advisor @ Market Cycle Financial, LLC
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John Jespersen Location
- Kansas City, MO, US
John Jespersen Work
- 2018 -now Financial Planner and Wealth Advisor @
- 2013 -2018 Lead Advisor @
- 2010 -2013 Independent LPL Financial Advisor @ LPL Financial Registered Representative
- 2008 -2010 Financial Advisor @
- 1982 -2007 Senior Project Manager @
- 1976 -1980 Bank Operations @ Center Bank (Norwest / Wells Fargo)
John Jespersen Education
- Benedictine College
MBA (Entrepreneurship)
2001-2002 - University of Nebraska at Omaha
BGS (Journalism, Business)
John Jespersen Skills
- Strategic Financial Planning
- Investments
- Retirement Planning
- Portfolio Management
- Asset Allocation
- Mutual Funds
- Insurance
- Financial Services
- Finance
- Banking
- Alternative Investments
- Wealth
- Wealth Management
- Financial Analysis
- Fixed Annuities
- Investment Advisory
- Risk Management
- Employee Benefits
- Nonprofits
- Health Insurance
- Non-profits
- Project Planning
- Plannning
- Financial Advisory
- Strategic Planning
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Public Speaking
- Leadership
- Management
- Customer Service
- Personal Finance
- Wealth Management Services
- ETFs
- Investment Advisory Services
- Health Savings Accounts
- Risk Tolerance
- Endowments
- Technology Needs Analysis
- Suitability
- Wealth Accumulation Strategies
- Corporate Investment Planning
- Non-profit Investment Planning
- Risk Tolerance Assessment
- Exchange Traded Funds (ETFs)
- IRAs
- Socially Responsible Investing
- Estate Planning
- Luxury Chalets
- Life Insurance
- Summer Activities
- Exchange Traded Funds Etfs
- Austria
- Non Profit Investment Planning
- Variable and Fixed Annuity Suitability Assessment
- Non Profits
- Services
- Winter Skiing
- Exchange Traded Funds
John Jespersen Summary
- John Jespersen, based in Kansas City, MO, US, is currently a Financial Planner and Wealth Advisor at Market Cycle Financial, LLC. John Jespersen brings experience from previous roles at Buttonwood Financial Group, LLC, LPL Financial Registered Representative, Edward Jones and Federal Reserve Bank of Kansas City. John Jespersen holds a 2001 - 2002 MBA in Entrepreneurship @ Benedictine College. With a robust skill set that includes Strategic Financial Planning, Investments, Retirement Planning, Portfolio Management, Asset Allocation and more. John Jespersen has 3 emails and 2 mobile phone numbers on RocketReach.
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