Christopher Ewens

Christopher Ewens Email and Phone Number

Internal Wholesaler at Edward Jones @ Edward Jones
st. louis, missouri, united states
Christopher Ewens's Location
Lake St Louis, Missouri, United States, United States
Christopher Ewens's Contact Details

Christopher Ewens personal email

n/a

Christopher Ewens phone numbers

About Christopher Ewens

This information is intended for use by residents of Missouri.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

Christopher Ewens's Current Company Details
Edward Jones

Edward Jones

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Internal Wholesaler at Edward Jones
st. louis, missouri, united states
Website:
edwardjones.com
Employees:
35357
Christopher Ewens Work Experience Details
  • Edward Jones
    Internal Wholesaler
    Edward Jones Jul 2023 - Present
    St Louis, Missouri, United States
  • Edward Jones
    Field Supervision Director
    Edward Jones Nov 2021 - Aug 2023
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Nov 2019 - Mar 2021
    Greater St. Louis Area
  • The Evans Group
    Territory Sales Manager
    The Evans Group May 2018 - Nov 2019
    Greater St. Louis Area
  • Scottrade
    Guidance Consultant/Mentor
    Scottrade Oct 2016 - Apr 2018
    Town And Country, Mo
    Initiated, developed, and presented training for Guidance in the Branch program to over 50 branches across the nation.Provided 1 on 1 mentoring and weekly group coaching sessions to establish branch advice model. Created needs-based, relationship model process aides presented at the regional, divisional, and company-wide level to assist with deepening branch associates' relationships with their clients in the Guidance in the Branch program.
  • Scottrade
    Guidance Consultant
    Scottrade Jan 2015 - Apr 2018
    Greater St. Louis Area
    Deepen relationships with clients in a high volume, inbound/outbound, phone-based environment using needs-based conversations to understand clients’ financial goals, concerns, and potential weaknesses.Provide solutions to solve clients’ needs through an array of managed programs and RIA relationships.Consistent Achievers’ Club Award winner, Quarterly Guidance Consultant ChampionFoster ongoing relationships with branch representatives and leadership to increase both quantity and quality of referrals through one-on-one coaching, divisional conference calls, regional presentations, and company-wide publications.
  • Wells Fargo Advisors, Llc.
    Financial Advisor
    Wells Fargo Advisors, Llc. Jun 2012 - Dec 2014
    St. Louis, Mo
    Provide holistic investment solutions to clients including review of banking, mortgage, retirement, and insurance needs. Partner with other lines of business to satisfy clients' financial needs and drive referral opportunities. Proactively profile clients through outbound and inbound calls with a the goal of growing and deepening the client relationship.
  • Tim Bailey & Associates
    Manufacturers' Representative
    Tim Bailey & Associates Oct 2010 - Dec 2011
    Northridge, Ca
    Represented over 30 manufacturers and their products (i.e. Maglite, Zippo, Coleman, Danielson) to distributors and retailers in a 4 state sales territory including MO, IL, KS, and AR.Interacted with clients at the wholesale level to provide sales support and product education to buyers and their staff.Act as representative of manufacturers at national buying shows such as Nation's Best Sports and Sports Inc.
  • First State Financial Management
    Financial Advisor
    First State Financial Management Oct 2009 - Jul 2010
    Design financial solutions for individuals and business owners using a variety of investment products ranging from stocks and bonds to UITs and annuities to meet their needs.Tailor strategies to a client's unique situation to provide tax-efficient, guaranteed streams of income during retirement.Build and maintain a network of tax and legal professionals to help clients reduce estate taxes and asset transfer costs, as well as provide an ongoing reciprocal referral environment.Oversee multiple portfolios of investments and fund managers through the use of an extensively traded managed platform.
  • Edward Jones
    Financial Advisor
    Edward Jones Nov 2006 - Oct 2009
    Using a long term strategy of "buy and hold," offer a range of financial products and guidance to clients as a means to achieve their financial goals.Analyze each individual's unique situation to provide a highly customized level of planning and ongoing service to assist with both current and future financial needs.

Christopher Ewens Skills

Management Microsoft Office Strategy Investments Customer Service Portfolio Management Equities Finance Financial Analysis Financial Services Mutual Funds Retirement Planning Sales Securities Series 63 Series 7 Trading Wealth Management

Christopher Ewens Education Details

Frequently Asked Questions about Christopher Ewens

What company does Christopher Ewens work for?

Christopher Ewens works for Edward Jones

What is Christopher Ewens's role at the current company?

Christopher Ewens's current role is Internal Wholesaler at Edward Jones.

What is Christopher Ewens's email address?

Christopher Ewens's email address is ye****@****tel.net

What is Christopher Ewens's direct phone number?

Christopher Ewens's direct phone number is +131491*****

What schools did Christopher Ewens attend?

Christopher Ewens attended Lindenwood University.

What skills is Christopher Ewens known for?

Christopher Ewens has skills like Management, Microsoft Office, Strategy, Investments, Customer Service, Portfolio Management, Equities, Finance, Financial Analysis, Financial Services, Mutual Funds, Retirement Planning.

Who are Christopher Ewens's colleagues?

Christopher Ewens's colleagues are Brett James, David Baringer, Matthew Harmon, Celia Simpson-Bragg, Elizabeth Riggle, Kathryn Baxter, Todd Wilson, Cfp®, Aams™.

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