Jeff

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Professional Domain Expert- Financial Advisor at Multiple Software Companies|Little Compton, Rhode Island, United States

Position:

Professional Domain Expert- Financial Advisor at Multiple Software Companies

Location:

Little Compton, Rhode Island, United States

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Last updated: 2026-10-20
Updated: 2026-10-20

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Current work details
DepartmentComputer Software
Availability
TimezoneEST
Best time to contact12:00 PM – 4:00 PM
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Work Experience 20 years

Professional Domain Expert- Financial Advisor at Multiple Software Companies

Dec 2025 - Current

Financial Advisor at Edward Jones

Oct 2010 - May 2025

Financial Advisor at Wells Fargo Advisors

Jan 2008 - Oct 2010

Financial Advisor at A.G. Edwards & Sons, Inc.

Aug 2006 - Jan 2008

Jeff started working in 2006, then the employee has changed 3 companies and 1 job. On average, Jeff works for one company for 4 years 11 months.

Their professional focus is Asset Management, Client Relations, and Customer Engagement across 3 core areas.

Jeff holds CFP® Certification Education Program — In Progress (Expected Completion: March 2027), Life, Accident & Health Insurance License - State of Rhode Island, and Series 63 certifications.

Education

Bachelor of Science - BS at University of Hartford

Jeff Namesakes

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Position
Jeff Meyer
Self-employed
Philanthropist
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Jeff Meyer
Secondary Mathematics Teacher
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Other employees at Multiple Software Companies

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Subrat Gupta
Software Developer
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Eran Ballili
Freelance Web Developer
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J Singh
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Tanay Gope
Web Designer, developer and wordpress designer
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Satya Aditham
Senior Consultant, Lead Consultant (Oracle-Peoplsoft Administration)
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Alec Brewster
Product Consultant & Advisor
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Raj Singh
Technology Advisor to Company Board, C-Level, and Executive Management
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Vikas Aggarwal
Investor & Advisor
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Rohan Coelho
Modernization Architect
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