#nameCompanyJ

Jared Wurtzel's email & phone

Opt-Out
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

View Jared Wurtzel's Email
Up to 10 free lookups. No credit card required.
Last updated: 2024-07-08
Updated: 2024-07-08

Found email addresses for Jared Wurtzel:

Business email's:

Found phones for Jared Wurtzel:

Searching for Jared Wurtzel profiles
0% completed

A different Jared Wurtzel?

Sign up to search for other Jared Wurtzel's across our 850M+ professionals database

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.

Education

Ball State University

CERTIFIED FINANCIAL PLANNERâ„¢

Bachelor of Arts - BA at Indiana University Fort Wayne

Frequently Asked Questions

What is Jared Wurtzel's minimum period of employment in the companies?

Jared Wurtzel's minimum period of employment in various companies is 4 months.

What is Jared Wurtzel's average duration of employment for different companies?

On average, Jared Wurtzel works for one company for 2 years 8 months

What industries has Jared Wurtzel worked in?

Jared Wurtzel works in the Financial Services. Previously, Jared Wurtzel worked in the Banking.

What positions has Jared Wurtzel held before?

Previously, Jared Wurtzel worked as a Vice President, Senior Investment Advisor at PNC Private Bank, and Assistant Vice President, Portfolio Manager at iAB Wealth Management, and Assistant Vice President, Wealth Management and Institutional Client Advisor, and Registered Client Associate & Financial Advisor, and Financial Advisor.

How do I contact Jared Wurtzel?

Jared Wurtzel's phone number is +1-480-***-**79. Sign up to get contact details.

Who is the Chairman & CEO of the Raymond James?

The Chairman & CEO of the Raymond James is Paul C. Reilly

Other employees at Raymond James

Name
Company
Position
Raymond JamesA
Investment Practice Specialist
Raymond JamesP
Branch Manager, Managing DIrector, Investments
Raymond JamesA
Vice President, Central Compliance
Raymond JamesD
Outbound Advisor Choice Consultant
Raymond JamesR
Practice Business Coordinator
Raymond JamesH
Senior Corporate Action Associate
Raymond JamesN
Incoming Investment Banking Analyst

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP