
Crpc Tm Jerod Havel
Jerod began his investment industry career in 2015 and joined Stifel in 2018. He was exposed to... | Modesto-Merced Area, Modesto-Merced Area, United States
*50 free lookup(s) per month.
No credit card required.
Crpc Tm Jerod Havel’s Emails je****@wf****.com
Crpc Tm Jerod Havel’s Phone Numbers No phone number available.
Social Media
Crpc Tm Jerod Havel’s Location Modesto-Merced Area, Modesto-Merced Area, United States
Crpc Tm Jerod Havel’s Expertise Jerod began his investment industry career in 2015 and joined Stifel in 2018. He was exposed to the financial services industry at the young age of 17, thanks to his mother, Vicki Bayley, who has worked in the investment industry since 1992. His vast customer service background and his Chartered Retirement Planning CounselorSM designation provide him great insight on what it takes to help his clients pursue their short- and long-term goals. Jerod's mission is to help improve the lives of others by developing long-term relationships based on trust through sound investment guidance and high-caliber service. He offers a personalized approach that begins by listening and understanding what matters most to his clients. He will then analyze the information and develop strategies based on his clients' goals and risk tolerances. He takes the time to explain these strategies in “plain English” and will formulate a wealth management plan to help his clients' work toward the goals they have set for themselves and their family. Please contact me by email, [email protected] or by phone (209)353-8684. /*********/ Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.
Crpc Tm Jerod Havel’s Current Industry Stifel Financial
Crpc
Tm Jerod Havel’s Prior Industry
Wells Fargo Advisors
|
Stifel Financial
Not the Crpc Tm Jerod Havel you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience

Stifel Financial
Associate Vice President/Investments, CRPC ™ - Stifel
Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Wells Fargo Advisors
Financial Advisor, CRPC ™
Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)