Jason Concepcion

Jason Concepcion: Email & Phone Number

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Financial Planner at Prudential Financial|Summerville, South Carolina, United States

Position:

Financial Planner at Prudential Financial

Location:

Summerville, South Carolina, United States

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Last updated: 2025-09-29
Updated: 2025-09-29

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Work Experience 20 years

Financial Planner at Prudential Financial

Aug 2025 - Current

Financial Services Professional at Allstate Financial Services, LLC

Jan 2025 - Jan 2025

Financial Services Professional at NYLIFE Securities LLC

Apr 2024 - Dec 2024

Agent at New York Life

Oct 2023 - Dec 2024

Vice President Branch Manager at KeyBank

Jan 2020 - Apr 2023

Vice President Branch Manager at People's United Bank, N.A.

Sep 2016 - Dec 2019

Assistant Manager at Webster Bank

Apr 2014 - Sep 2016

Senior Account manager at Staffmark llc

Sep 2006 - Dec 2010

Jason Concepcion started working in 2006, then the employee has changed 7 companies and 5 jobs. On average, Jason Concepcion works for one company for 2 years.

Their professional focus is Affluent, Attention to Detail, and Business Development across 3 core areas.

Education

Eastern Connecticut State University

New England College of Business

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