Joy Stephens

Experience

• 

  SLM CORPORATION (SALLIE MAE)

  Dec 2003 - Jan 2005

  Financial Planning Specialist
• 

  E*Trade Financial

  Jan 2005 - Jul 2007

  Credit Analyst
• 

  Vanguard

  Jul 2009 - Feb 2016

  • Manager, Retail Advice Services

    Sept 2013 - Feb 2016

  • Relationship Manager

    Jul 2009 - Sept 2013
• 

  National Non-Profit

  Feb 2016 - Jun 2017

  Director of Investments
• 

  Charles Schwab

  Jul 2017 - Mar 2021

  • VP - Branch Manager

    Mar 2018 - Mar 2021

  • Vice President, Assistant Branch Manager

    Jul 2017 - Mar 2018
• 

  J.P. MORGAN Wealth Management

  Mar 2021 - now

  Executive Director - Market Director Wealth Management

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