John Pardue Email & Phone Number
First Vice President Wealth Management @ Raymond James
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John Pardue Location
- Fort Worth, TX, US
John Pardue Work
- 2024 -now First Vice President Wealth Management @
- 2012 -2024 Wealth Management Advisor @
- 2012 -2012 Institutional Relationship Manager, Portfolio Manager @ Pacific Portfolio Consulting, LLC
- 2005 -2012 Retirement Plan Consultant and Investment Analyst @
John Pardue Education
- University of Pennsylvania
Certified Investment Management Analyst Program
2011-2011 - The University of Texas at Austin
B.A. (Asian Studies, minor Business Admin.)
1997-2002 - Faith Academy
John Pardue Skills
- Executive Pay
- Financial Advisory
- Series 63
- Banking
- Fixed Annuities
- Pensions
- Fixed Income
- Defined Contribution
- Retirement Goal Planning
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Capital Markets
- Acquisition
- Investments
- Relationship Management
- Acquisition Finance
- Financial Risk
- Variable Annuities
- Project Finance
- Finance
- 401k
- Retirement Plan Consulting
- Asset Allocation
- Strategic Planning
- Strategy
- Asset Managment
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Building Relationships
- Equities
- Business Planning
- Strategic Financial Planning
- Qualified Retirement Plans
- Emerging Markets
- Risk Management
- Asset Management
- Microsoft Excel
- Deferred Compensation
- Financial Analysis
- Wealth
- Pension Funds
- Merger
- Profit Sharing
- Private Equity
- 401k Rollovers
- Project Management
- ERISA
- Due Diligence
- Behavioral Finance
- Retirement
- Series 65
- Options
- Analysis
- Series 7
- Employee Benefits
- Financial Markets
- Investment Management
John Pardue Summary
- John Pardue, based in Fort Worth, TX, US, is currently a First Vice President Wealth Management at Raymond James. John Pardue brings experience from previous roles at Merrill Lynch, Pacific Portfolio Consulting, LLC and BAC Capital Advisors & Benefit Administration Company. John Pardue holds a 2011 - 2011 Certified Investment Management Analyst Program @ University of Pennsylvania. With a robust skill set that includes Executive Pay, Financial Advisory, Series 63, Banking, Fixed Annuities and more. John Pardue has 3 emails and 3 mobile phone numbers on RocketReach.
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