Talk to sales Try for Free
Jocelyn Cates, CFP®

Jocelyn Cates, CFP®

Branch Office Administrator

Followers of Jocelyn Cates, CFP®3000 followers
location of Jocelyn Cates, CFP®San Antonio, Texas, United States

Connect with Jocelyn Cates, CFP® to Send Message

Connect

Connect with Jocelyn Cates, CFP® to Send Message

Connect

  • Timeline

  • About me

    Practice Management Consultant/Partner at Edward Jones

  • Education

    • The University of Texas at El Paso

      2000 - 2005
      Bachelor of Business Administration (BBA) Finance, General

  • Experience

    • Edward Jones

      May 2001 - Apr 2004
      Branch Office Administrator

    • Merrill Lynch

      Apr 2004 - Apr 2006
      Financial Advisor

    • Wells Fargo Advisors

      Apr 2006 - Sept 2007
      Financial Advisor

    • USAA

      Feb 2008 - Aug 2012
      Financial Advisor

    • VALIC

      Aug 2012 - Aug 2013
      Financial Advisor

    • Investment Professionals, Inc.

      Aug 2013 - May 2017

      • Vice President of Business Development (Financial Advisor Recruiter)

        Jan 2015 - May 2017

      • Financial Advisor/Internal Sales

        Aug 2013 - Jan 2015

    • Edward Jones

      Apr 2017 - now

      • Practice Management Consultant

        Sept 2023 - now

      • Solutions Coach

        Oct 2020 - now

      • Senior Financial Advisor Consultant

        Apr 2017 - Oct 2020

  • Licenses & Certifications

    • Series 7

      FINRA

    • Group 1 Texas Life and Health Insurance Agent

      Texas Department of Insurance
      Feb 2009

    • Certified Financial Planner® (CFP®)

      CFP Board

    • Series 66

      FINRA

    • Series 66 Uniform Securities Agent State Law Examination

      FINRA
      Oct 2003

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board

    • Series 7 General Securities Representative

      FINRA
      Sept 2003

    • Predictive Index Analyst

      PI Worldwide
      Mar 2015