Jason Watters is a high-level professional, working in Lpl Financial main office of which is in 353. on the position of Advisory Consultant since 2018. This person gained professional experience in more than three positions at different companies. Jason Watters went to the Cornell University and received education from 2017 to 2018. This expert has the following qualifications: Finra Series 65 Investment Adviser, Finra Series 7, and Finra Series 63. La Mesa, California is the city, where this professional was lastly known to settle. The professional's email address and phone number are accessed through this website by request.
Name variants:
Jayson Watters,
Jay Watters
Last updated May 24, 2024
Contact Information
Workplace
Colleagues
Work History
Advisory Consultant
4707 Executive Dr, San Diego, CA 92121
Consultant for financial advisors on LPL's advisory platforms, investment product offerings, and firm best practices.
from Sep 2018
Financial Specialist
9444 Waples St SUITE 440, San Diego, CA 92121
Ability to adapt to various financial roles in large and mid-sized financial firms when outside expertise was needed on projects or timelines. Firms include LPL Financial and Cuso Financial ...
Jun 2013 — Nov 2014
Alternative Investment Analyst
7777 Alvarado Rd SUITE 116, La Mesa, CA 91942
Education
2017 — 2018
2015 — 2016
2013 — 2016
from 2016
2013 — 2015
2010 — 2013
2006 — 2010
Occupations
Financial Broker
Investment Analyst
Counselor
Accountant
Finance and Accounting Specialist
Financial Specialist
Financial Services Professional
Puchasing and Estimating Manager
Financial Manager
Advisor
Accounting Bookkeeper
Bookkeeper
Financial Services Sales Agent
Skills
Customer Service
Financial Services
Microsoft Excel
Public Speaking
Finance
Business Strategy
Time Management
Microsoft Office
Leadership
Teamwork
Business Development
Communication
Investments
Strategic Planning
Customer Relationship Management
Wealth Management
Marketing