Jared Wurtzel: Email & Phone Number

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Senior Vice President of Wealth Management at Raymond James at Raymond James|Sarasota, Florida, United States

Position:

Senior Vice President of Wealth Management at Raymond James at Raymond James

Location:

Sarasota, Florida, United States

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Last updated: 2024-07-08

Updated: 2024-07-08

Found email addresses for Jared Wurtzel:

Business emails:

w**@raymondjames.com

Personal emails:

w***@pnc.com,

w***@aol.com,

w***@yahoo.com,

j***@iabfinancial.com

Found phones for Jared Wurtzel:

+1-480-***-**79,

+1-323-***-**94

A different Jared Wurtzel?

Work Experience 16 years

Senior Vice President of Wealth Management at Raymond James at Raymond James

Apr 2024 - Current

Vice President, Senior Investment Advisor at PNC Private Bank at PNC Private Bank

Mar 2017 - May 2024

Assistant Vice President, Portfolio Manager at iAB Wealth Management at iAB Financial Bank

Oct 2016 - Feb 2017

Assistant Vice President, Wealth Management and Institutional Client Advisor at PNC

Jan 2014 - Oct 2016

Registered Client Associate & Financial Advisor at Merrill Lynch

Sep 2011 - Dec 2013

Financial Advisor at Northwestern Mutual

Jan 2010 - Jan 2011

Jared Wurtzel started working in 2010, then the employee has changed 5 companies and 5 jobs. On average, Jared Wurtzel works for one company for 2 years 7 months.

Their professional focus is 401k, Account Management, and Analytical Skills across 3 core areas.

Education

Ball State University

CERTIFIED FINANCIAL PLANNER™

Bachelor of Arts - BA at Indiana University Fort Wayne

Frequently Asked Questions

What is Jared Wurtzel's email address?

SignalHire found verified email addresses for Jared Wurtzel, both business and personal. Their business email is w**@raymondjames.com, and personal emails include w***@pnc.com, w***@aol.com, and w***@yahoo.com.

What is Jared Wurtzel's phone number?

SignalHire found multiple verified phone numbers for Jared Wurtzel: +1-480-***-**79, and +1-323-***-**94.

How do I contact Jared Wurtzel at Raymond James?

You can reach Jared Wurtzel through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Jared Wurtzel's professional background?

Jared Wurtzel has 16 years of professional experience. They have held roles including Vice President, Senior Investment Advisor at PNC Private Bank, Assistant Vice President, Portfolio Manager at iAB Wealth Management, and Assistant Vice President, Wealth Management and Institutional Client Advisor at companies such as PNC Private Bank, iAB Financial Bank, and PNC. Their education includes Ball State University, and CERTIFIED FINANCIAL PLANNER™.

Is Jared Wurtzel's contact information up to date?

Yes. Jared Wurtzel's SignalHire profile was last updated on 8 July 2024, reflecting their current position as Senior Vice President of Wealth Management at Raymond James at Raymond James in St. Petersburg, Florida, United States.

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