Stephen Schaefer Email & Phone Number
Client Advisor - Vice President @ J.P. Morgan Asset Management
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Stephen Schaefer Location
- Sacramento, CA, US
Stephen Schaefer Work
- Client Advisor - Vice President @ (January 2026 - Present)
- Regional Vice President - Retirement Plans @ (December 2023 - January 2026)
- Vice President - Regional Sales Director @ (July 2022 - November 2023)
- Senior Retirement Plan Consultant @ (November 2020 - July 2022)
- Financial Advisor - Retirement Plans @ (June 2019 - November 2020)
- Key Account Manager - Retirement Plans @ (June 2019 - November 2020)
- Advisor Consultant @ (December 2012 - June 2019)
- Licensed Banker @ (January 2011 - January 2013)
- Personal Banker @ (January 2008 - January 2011)
- Warehouse Supervisor @ (January 2006 - January 2007)
- Warehouse Supervisor @ (January 2004 - January 2006)
Stephen Schaefer Education
- North Carolina State University
Business
- Yale School of Management
Executive Education (Investment Management Theory & Practice)
2018
Stephen Schaefer Skills
- Warehousing
- Sales
- Retirement Planning
- Mutual Funds
- Investments
- Finance
- Distribution Center Operations
- Series 7
Stephen Schaefer Summary
- Stephen Schaefer, based in Sacramento, CA, US, is currently a Client Advisor - Vice President at J.P. Morgan Asset Management. Stephen Schaefer brings experience from previous roles at The Standard, Vestwell, Primark Benefits and Creative Planning Inc.. Stephen Schaefer holds a Business @ North Carolina State University. With a robust skill set that includes Warehousing, Sales, Retirement Planning, Mutual Funds, Investments and more. Stephen Schaefer has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Stephen Schaefer?
Find contact details for 700 million professionals.
Others Named Stephen Schaefer
Stephen Schaefer
Chief Financial Officer
United States
Stephen Schaefer
Chief Executive Officer
Minneapolis, MN, US
Stephen Schaefer
critic, entertainment reporter
New York, NY, US
Stephen Schaefer
Chief Financial Officer
Pennington, NJ, US
Top J.P. Morgan Asset Management Employees
Piyush Saboo
Managing Director
New York, NY, US
Jon Glennie
CTO - Global Liquidity
New York, NY, US
Daniel Galinko
Managing Director
New York, NY, US
Peter Walshe
COO, Multi Asset Solutions and Global ETF's
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co