James Egerstrom
Lead Case Design at Confidence Wealth Management | Torrance, California, United States
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Lead Case Design at Confidence Wealth Management in August 2019 to Present
Wealth Planner at Tarbox Family Office, Inc. in June 2018 to June 2019
Senior Financial Consultant at TD Ameritrade in August 2015 to May 2018
Client Services Specialist at TD Ameritrade in June 2014 to August 2015
Senior Relationship Banker at JPMorgan Chase & Co. in June 2013 to June 2014
Teller/Banker/Branch Manager at Wells Fargo in December 2010 to May 2013
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California Lutheran University, Master of Business Administration - MBA, October 2026
University of California, Santa Cruz, Business Management Economics, October 2026
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Investments
Financial Services
Securities
Retirement Planning
Banking
Asset Management
Insurance
Sales
Credit
Microsoft Office
FINRA
Wealth Management
Mutual Funds
Loans
Portfolio Management
Equities
Asset Allocation
Life Insurance
Microsoft PowerPoint
Microsoft Word
Retail Banking
Financial Planning
moneyguide pro
Microsoft Outlook
Microsoft Excel
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Discover more about Confidence Wealth ManagementWhat is James Egerstrom email address?
Email James Egerstrom at [email protected]. This email is the most updated James Egerstrom's email found in 2026.
How to contact James Egerstrom?
To contact James Egerstrom send an email to [email protected]. (updated on December 17, 2024)
What company does James Egerstrom work for?
James Egerstrom works for Confidence Wealth Management
What is James Egerstrom's role at Confidence Wealth Management?
James Egerstrom is Lead Case Design
What is James Egerstrom's Phone Number?
James Egerstrom's phone (213) ***-*587
What industry does James Egerstrom work in?
James Egerstrom works in the Financial Services industry.
James Egerstrom Email Addresses
James Egerstrom Phone Numbers
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