Alan Jardeleza Email and Phone Number
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Alan Jardeleza is a Managing Director | PM | Wealth Manager at Lyons Wealth Management at Lyons Wealth Management.
Lyons Wealth Management
View- Website:
- lyonswealth.com
- Employees:
- 10
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Managing Director | Pm | Wealth ManagerLyons Wealth Management Jun 2019 - PresentPalm Beach, Florida, United StatesPortfolio Manager - Flexible large-cap blend equity portfolio with an options overlay. Concentrated portfolio with the ability to short. Managing Director - Boutique style multi-generational wealth management for a select group of ultra-high net-worth families, accredited investors and qualified purchasers. Each portfolio is custom built for the needs of the entity. Expertise in investment analysis and selection: equities, fixed income, mutual funds and private equity. All… Show more Portfolio Manager - Flexible large-cap blend equity portfolio with an options overlay. Concentrated portfolio with the ability to short. Managing Director - Boutique style multi-generational wealth management for a select group of ultra-high net-worth families, accredited investors and qualified purchasers. Each portfolio is custom built for the needs of the entity. Expertise in investment analysis and selection: equities, fixed income, mutual funds and private equity. All assets are custodied through Charles Schwab Institutional platform. Show less -
Senior Financial AdvisorMerrill Lynch Jan 2012 - Dec 2018Palm Beach, Florida, United StatesMulti-generational Wealth Management for Ultra High Net Worth Families, with a focus on c-suite executives, entrepreneurs and physicians. Expertise in investment analysis and selection: equities, fixed income, mutual funds and private equity.- Mutual Fund/Separate Account Coordinator- Office Coordinator for Trainees- United Way Office Coordinator- Empty Bowls Office Coordinator -
Franklin TempletonFranklin Templeton Investments Jul 2005 - Jan 2012St. Petersburg, Florida -
Equity TraderJasper Capital Jul 2004 - Jul 2005Chicago
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Financial AdvisorWachovia Securities Jan 2001 - Jan 2003 -
Financial Advisor - Associate Vice PresidentMorgan Stanley Jan 1998 - Jan 2001
Alan Jardeleza Education Details
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Socialogy/Pre Med
Frequently Asked Questions about Alan Jardeleza
What company does Alan Jardeleza work for?
Alan Jardeleza works for Lyons Wealth Management
What is Alan Jardeleza's role at the current company?
Alan Jardeleza's current role is Managing Director | PM | Wealth Manager at Lyons Wealth Management.
What is Alan Jardeleza's email address?
Alan Jardeleza's email address is al****@****ail.com
What is Alan Jardeleza's direct phone number?
Alan Jardeleza's direct phone number is +177270*****
What schools did Alan Jardeleza attend?
Alan Jardeleza attended University Of Florida, John Carroll High School.
Who are Alan Jardeleza's colleagues?
Alan Jardeleza's colleagues are Alan Jardeleza.
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Alan Jardeleza
Managing Director | Wholesaler - Lyons Tactical Allocation Portfolio/FundWest Palm Beach, Fl1lyonswealth.com -
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