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Jared Lucero

Jared Lucero

Sales Supervision Coordinator

Followers of Jared Lucero484 followers
location of Jared LuceroGreater Tampa Bay Area

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  • Timeline

  • 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

    • Series 66

      FINRA
      Mar 2018

    • Series 4

      FINRA
      Apr 2021

    • Series 24

      FINRA
      May 2020

    • Series 7

      FINRA
      Aug 2017

  • Volunteer Experience

    • Math teacher assistant

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