Cfp Jake Duckworth
As your Merrill advisor, I offer advice and guidance based on your goals and priorities– for yourself and... | Charlotte, North Carolina, United States
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Cfp Jake Duckworth’s Emails ja****@ml****.com
Cfp Jake Duckworth’s Phone Numbers No phone number available.
Social Media
Cfp Jake Duckworth’s Location Charlotte, North Carolina, United States
Cfp Jake Duckworth’s Expertise As your Merrill advisor, I offer advice and guidance based on your goals and priorities– for yourself and your family. Our approach to financial planning places you-not the market-at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S.
Cfp Jake Duckworth’s Current Industry Merrill Lynch Wealth Management
Cfp
Jake Duckworth’s Prior Industry
John Hancock Investments
|
The Vanguard
|
Merrill Lynch Wealth Management
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Work Experience
Merrill Lynch Wealth Management
Financial Advisor
Mon Aug 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
The Vanguard
High Net Worth Client Consultant, Senior Associate
Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
The Vanguard
Investment Services Representative
Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
The Vanguard
Foundational Services Representative
Thu Aug 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
John Hancock Investments
Product Management Intern
Tue May 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
John Hancock Investments
Fund Administration Intern
Mon May 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Aug 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cfp Jake Duckworth Email Addresses
FAQ About Cfp Jake Duckworth
-
Cfp Jake Duckworth is located at
Charlotte, North Carolina, United States -
Cfp Jake Duckworth is a
As your Merrill advisor, I offer advice and guidance based on your goals and priorities– for yourself and your family. Our approach to financial planning places you-not the market-at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S. Merrill Lynch Wealth Management -
Cfp Jake Duckworth currently works in the
Merrill Lynch Wealth Management -
Cfp Jake Duckworth specializes in
As your Merrill advisor, I offer advice and guidance based on your goals and priorities– for yourself and your family. Our approach to financial planning places you-not the market-at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S. -
Cfp Jake Duckworth speaks the following languages:
No languages available. -
Cfp Jake Duckworth has prior experience in the following industries:
The Vanguard , The Vanguard , The Vanguard , John Hancock Investments , John Hancock Investments -
Cfp Jake Duckworth has the following professional experience:
Merrill Lynch Wealth Management , The Vanguard , The Vanguard , The Vanguard , John Hancock Investments , John Hancock Investments . -
You can view Cfp Jake Duckworth’s
LinkedIn profile at LinkedIn URL. -
Cfp Jake Duckworth’s work email addresses are
[email protected] . -
Cfp Jake Duckworth works at
Merrill Lynch Wealth Management
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