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Thomas Jagels

Thomas Jagels

Followers of Thomas Jagels224 followers
location of Thomas JagelsPlano, Texas, United States

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  • Timeline

  • About me

    Vice President - Client Development

  • Education

    • Ohio University

      -
      Bachelor of Business Administration (B.B.A.) Accounting and Finance

  • Experience

    • KeyBank

      Jun 2009 - Feb 2013

      • Client Services Manager

        Aug 2010 - Feb 2013

      • Bank Teller

        Jun 2009 - Aug 2010

    • UBS

      Feb 2013 - Jun 2016
      Wealth Management

    • J.P. Morgan

      Aug 2016 - now

      I lead a team of client development professionals who source leads for our advisors in the field Lead a team of 16 series 24 principals on our Account Maintenance team. Processing everything from address changes to power of attorney's, trusts and guardianships. General securities principal that reviewed and approved account maintenance requests that required a series 24 approval. Included processing trust, power of attorneys, guardianships and a plethora of other requests. I was promoted to lead a new team in Plano, TX and relocated in 2019 Financial consultant in a phone-based role that gave advice to clients who no longer had an advisor

      • Vice President Client Development

        May 2022 - now

      • Division Operations Leader

        May 2019 - May 2022

      • General Securities Principal

        Apr 2018 - May 2019

      • Financial Consultant

        Aug 2016 - Apr 2018

  • Licenses & Certifications

    • Series 24 Securities License

    • Series 66 Securities License

    • Series 7 Securities License

    • Series 9/10 Securities Licenses