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Jared Lucero

Jared lucero

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location of Jared LuceroGreater Tampa Bay Area
Phone number of Jared Lucero+91 xxxx xxxxx
Followers of Jared Lucero472 followers

  • Timeline

    Feb 2017 - Mar 2018

    Sales Supervision Coordinator

    Invest Financial Corporation
    Apr 2018 - Oct 2018

    Registered Direct Representative

    Morgan Stanley
    Oct 2018 - Jan 2020

    Production Analyst

    Churchill Stateside Group
    Feb 2020 - Nov 2023

    Senior Advisor, Supervision

    Raymond James
    Current Company
    Nov 2023 - now

    Compliance Manager

    Raymond James Investment Management

  • About me

    Compliance Manager at Raymond James Investment Management

  • Education

    • Florida gulf coast university

      2014 - 2016
      Bachelor’s degree finance and economics

    • Dunedin high school

      2010 - 2012

    • St. petersburg college

      2012 - 2014
      Associate’s degree general studies

  • Experience

    • Invest financial corporation

      Feb 2017 - Mar 2018
      Sales supervision coordinator

      INVEST is part of the National Planning Holdings, Inc. (NPH) network affiliated with Jackson National Life Insurance Company® ("Jackson®").Jackson is one of the nation's largest and fastest growing financial services companies, with over $100 billion in total assets.

    • Morgan stanley

      Apr 2018 - Oct 2018
      Registered direct representative

    • Churchill stateside group

      Oct 2018 - Jan 2020
      Production analyst

    • Raymond james

      Feb 2020 - Nov 2023

      • Senior Advisor, Supervision

        Sept 2021 - Nov 2023

      • Advisor, Supervision

        Feb 2020 - Aug 2021

    • Raymond james investment management

      Nov 2023 - now
      Compliance manager

  • Licenses & Certifications

    • Bloomberg market concepts

      Aug 2016

    • 2-20 customer service representative

      Dec 2015

  • Volunteer Experience

    • Math teacher assistant

      Issued by Palm Harbor Middle School
      Palm Harbor Middle SchoolAssociated with Jared Lucero