Jay Daehler

Experience

• 

  Capital Wealth Partners, LLC

  Jun 2009 - Nov 2010

  Office Manager

  Sales/Marketing- leads team on sales ideas and prospective new business development.Taxes- categorizes all business expenses into bookkeeping for annual tax planning.Payroll- works with CPA and records all payrolls for office.

• 

  Raymond James Financial Inc.

  Jun 2009 - Nov 2010

  Financial Advisor

  -Conducts in-depth consultations to learn clients' financial needs and recommend appropriate products and asset allocation based on clients' risk tolerance. -Educates clients on economic indicators and policy as well as different financial products.-Collaborates with clients' attorneys and CPAs to facilitate in reaching clients' financial goals.-Created practice's Advisory Process and integrated CRM into office.Financial Needs Analysis Industry Knowledge New Business DevelopmentPortfolio Management Technology Integration Client ConsultationInvestment Strategies Accounting & Bookkeeping SEC/FINRA ComplianceStocks/Bonds/Mutual Funds/Annuities Market Research Microsoft Office ProficientExperience in: Asset Allocation, Financial Planning, Estate Planning, Mutual Funds, Retirement Planning, Stocks, College Planning, Bonds, 401(k), Insurance and Annuities, Tax Planning, and Unit Investment Trusts Show less

• 

  PNC Financial Services

  Nov 2010 - Apr 2012

  Licensed Financial Consultant
• 

  Morgan Stanley Wealth Management

  Apr 2012 - Apr 2014

  Financial Advisor
• 

  Corporate One Federal Credit Union

  Apr 2014 - Apr 2015

  Senior Investment Representative
• 

  Northwestern Mutual

  Apr 2015 - Feb 2018

  Associate Wealth Management Advisor (Director of Investments)
• 

  Raymond James

  Feb 2018 - now

  Financial Advisor

  Capital Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.