Jared B Eglington

720 20Th Ave east, Seattle, WA 98144

Financial Services

Becu Investment Services
Lpl Financial Advisor at Becu Investment Services
Becu
Lpl Financial Advisor at Becu Investment Services
Tiaa Apr 2014 - Aug 2018
Senior Wealth Management Client Relationship Consultant
Merrill Lynch Jan 2014 - Apr 2014
Assistant Vice President, Financial Solutions Advisor
Wells Fargo Advisors Jan 2011 - Feb 2014
Market Growth and Development Consultant - Integrated Wealth Consultant

New York Institute of Technology 2005 - 2007
Master of Business Administration, Masters, Finance University of Washington 2000 - 2003
Bachelors, Interdisciplinary Studies

Securities Licenses 7
Graduate Certificate In Financial Planning
Investments
Wealth Management
Portfolio Management
Series 7
Asset Managment
Equities
Strategic Financial Planning
Asset Allocation
Fixed Income
Securities
Retirement Planning
Banking
Financial Analysis
Marketing
Marketing Strategy
Marketing Communications
Online Marketing
Direct Marketing
Product Marketing
Financial Services
Financial Advisory
Finance
Asset Management
Trusts
Project Management
Alternative Investments
Content Development
Content Writing
Relationship Management
Vendor Relationships
Compliance
Team Building
Cross Functional Team Leadership
Cross Selling
Investment Strategies
Estate Planning
Root Cause Analysis
Behavioral Finance
Insurance
Brand Development
Data Analysis
Data Mining
Monte Carlo Simulation
Capital Markets
Equity Derivatives
Credit Analysis
Communication
Simplifying the Complex

Series 7, 6, 63, 65 Held With Lpl Financial
Life, Di, & Variable Lines
Graduate Certificate In Financial Planning
Finra
Wa State Oic
City University of Seattle
Series 7, 6, 63, 65

Wells Fargo Advisors/ Wells Fargo Wealth Management

2008 to 2000
Integrated Wealth Consultant/ Market Growth & Development Consultant National Sales
Wachovia Securities
Seattle, WA
2005 to 2008
Defined Contribution/Defined Benefit Institutional Consulting & Brokerage Associate
US Bancorp Investments, Inc

2004 to 2005
Compliance Specialist
Wells Fargo

2004 to 2004
Banker
Mass Mutual Financial Group

2003 to 2004
Financial Advisor
First Investors

2002 to 2003
Financial Consultant/Registered Representative
Federal Express

1999 to 2003
Ground Operations Sort Runner/ Fedex

NYIT- New York Institute of Technology
2005 to 2007
MBA in Finance
University of Washington
2001 to 2003
BA Bachelor's in Interdisciplinary Studies

Graduate Certificate in Financial Planning, City University of Seattle, Securities licenses, Life, Dis & health, marketing, brokerage, capital markets, fiduciary, trust, wealth management, computer proficiency, CRM, Salesforce, practice management, influence management, Thompson Reuters, Morningstar, writing, marketing content creation