James Jaramillo is a qualified expert, who works in Finspire as a Co-Founder, Director of Relationships since 2018. This person has earned professional experience in more than four positions at different companies. James Jaramillo went to the Marquette University and was studying there from 2000 to 2004. James Jaramillo has the following qualifications: Fi360 and Accredited Investment Fiduciary. Milwaukee, Wisconsin is the city, where this professional was lastly known to settle. James's e-mail and phone are accessed through this website by request.
Name variants:
Jaymes Jaramillo,
Jaimes Jaramillo,
Jim Jaramillo,
Jimmy Jaramillo,
Jimmie Jaramillo,
Jamie Jaramillo,
Jem Jaramillo
Contact Information
Last Update
Jul 9, 2022
Email
ja**@sagepointadvisor.com
Location
Milwaukee, WI
Company
Finspire
Workplace
Co-Founder, Director of Relationships
Work History
Co-Founder, Director of Relationships
Finspire was created in 2018 by industry veterans Charles Williams, Chris Karam and James Jaramillo to provide a rare industry combination of fiduciary services to employers alongside financ...
from Dec 2018
Senior Vice President
707 Skokie Blvd SUITE 400, Northbrook, IL 60062
Apr 2011 — Dec 2018
Branch Manager, Investment Advisor
2800 north Central Ave SUITE 2100, Phoenix, AZ 85004
Sep 2008 — Mar 2011
Investment Advisor
311 south Wacker Dr SUITE 6500, Chicago, IL 60606
May 2003 — Aug 2008
Education
2000 — 2004
1996 — 2000
Occupations
Executive
Co-Founder
Director
Lawyer
Fiduciary
Advocate
Artist
Model
Senior Vice President
Founder
Chief Executive
Operations Manager
Trust Law Attorney
Lawyer
Jurist
Legal Counsel
Vice President
Skills
Retirement
Retirement Planning
Securities
Financial Advisory
Pensions
401K
Investments
Strategic Planning
Corporate Benefits
Retirement Plan Consulting
Qualified Retirement Plans
Retirement Benefits
FAQs about James Jaramillo
What is the main profession of James Jaramillo?
This professional's job is Co-Founder, Director of Relationships
What are the main profession of The expert?
These person's professions are Executive and Co-Founder
Where does James Jaramillo currently live?
James lives in Milwaukee, Wisconsin.
What is the expert's email?
James's email is ja**@sagepointadvisor.com.
How many companies did James Jaramillo work at?
The professional worked at four jobs.
What education does James Jaramillo have?
James studied at the Marquette University from 2000 to 2004.
What are the certifications of James Jaramillo?
The professional received the following certifications: Fi360 and Accredited Investment Fiduciary.
Are there any professional industries, that James Jaramillo is connected to?
This person works in Investment Management industry.