Investment Counselor
Current
Jun 2022 - Present
AeroLeads people directory · profile
Greg Jurna, Aams® Email & Phone Number
Investment Counselor
at
Fisher Investments
1 work email found
@edwardjones.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Counselor
Location
Portland, Oregon Metropolitan Area, United States
Company size
Who is Greg Jurna, Aams®? Overview
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Quick answer
Greg Jurna, Aams® is listed as Investment Counselor at Fisher Investments, a with 2996 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Greg Jurna, Aams®.
Greg Jurna, Aams® previously worked as Financial Advisor at Edward Jones and Financial Advisor at Ameriprise Financial Services, Inc.. Greg Jurna, Aams® holds Bachelor Of Science (Bs), Finance from Portland State University - School Of Business.
Company email context
Email format at Fisher Investments
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*@edwardjones.com
68% confidence
AeroLeads found 1 current-domain work email signal for Greg Jurna, Aams®. Compare company email patterns before reaching out.
Profile bio
About Greg Jurna, Aams®
I am an Accredited Asset Management Specialist, a designation I received and hold through the College of Financial Planning.
Listed skills include Commercial Lending, Small Business Lending, Credit Analysis, Banking, and 2 others.
Current workplace
Greg Jurna, Aams®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Fisher Investments
5 roles
Greg Jurna, Aams® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Investments, retirement and estate consideration strategies, college funding, protection solutions.
May 2019 - May 2022
Financial Advisor
Comprehensive financial planning for individuals and business owners
Feb 2018 - May 2019
Commercial Relationship Manager, Vp
Founded in 1993, as the only Community Development Financial Institution headquartered in the Northwest, Albina Community Bank's mission is to help local businesses succeed by providing better access to capital.My role:Business development, relationship management, and outstanding customer service to commercial and business clients. Territory Greater Portland, Oregon and Clark County, Washington markets. Lending accomodations structured under Conventional, SBA 504, and SBA 7(a) programs. Areas of focus:Commercial and Business Lending-Working Capital Lines of CreditEquipment FinancingBusiness Acquisition and ExpansionCommercial Real Estate Loans-Purchases and RefinancesProperty Acquisition and Construction
Apr 2014 - Aug 2017
Commercial Relationship Manager, Vp
Responsible for identifying, developing, and managing banking relationships in the middle-market segment. Provided excellent service to businesses with approximate annual sales between $2 - $50 million. Consistently among top performers in credit quality while achieving portfolio growth in excess of $30 million.Dependable financial evaluation, loan structuring, and profitable pricing for small to larger more complex business entities with primary focus on all aspects of C&I lending, owner-occupied commercial real estate, and investment property transactions. Successful management and funding of commercial new construction projects with strong track-record of on-budget completion, as well as purchases and refinancing of existing commercial properties.
Nov 2006 - Nov 2013
Team & coworkers
Colleagues at Fisher Investments
Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →
PC
Priscilla Castro
Colleague at Fisher InvestmentsSan Jose, Costa Rica
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CB
Colin Brown
Colleague at Fisher InvestmentsJacksonville, Florida, United States
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JS
Joshua Sanders
Colleague at Fisher InvestmentsDallas, Texas, United States
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MW
Michael West, Chfc®
Colleague at Fisher InvestmentsLouisville, Kentucky, United States
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PR
Paul R.
Colleague at Fisher InvestmentsPortland, Oregon Metropolitan Area, United States
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JD
Jeffrey Doty
Colleague at Fisher InvestmentsTampa, Florida, United States
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SG
Shuja Ghani
Colleague at Fisher InvestmentsDallas, Texas, United States
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RH
Ryne Hancock
Colleague at Fisher InvestmentsCoppell, Texas, United States
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MA
Madeline Ashbeck
Colleague at Fisher InvestmentsVancouver, Washington, United States
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KC
Kirk Caldroney
Colleague at Fisher InvestmentsCamas, Washington, United States
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Priscilla Castro
Colleague at Fisher InvestmentsSan Jose, Costa Rica
View →
CB
Colin Brown
Colleague at Fisher InvestmentsJacksonville, Florida, United States
View →
JS
Joshua Sanders
Colleague at Fisher InvestmentsDallas, Texas, United States
View →
MW
Michael West, Chfc®
Colleague at Fisher InvestmentsLouisville, Kentucky, United States
View →
PR
Paul R.
Colleague at Fisher InvestmentsPortland, Oregon Metropolitan Area, United States
View →
JD
Jeffrey Doty
Colleague at Fisher InvestmentsTampa, Florida, United States
View →
SG
Shuja Ghani
Colleague at Fisher InvestmentsDallas, Texas, United States
View →
RH
Ryne Hancock
Colleague at Fisher InvestmentsCoppell, Texas, United States
View →
MA
Madeline Ashbeck
Colleague at Fisher InvestmentsVancouver, Washington, United States
View →
KC
Kirk Caldroney
Colleague at Fisher InvestmentsCamas, Washington, United States
View →
3 education records
Greg Jurna, Aams® education
Bachelor Of Science (Bs), Finance
Business
American Management Association
Community Awareness
Leadership Clark County
FAQ
Frequently asked questions about Greg Jurna, Aams®
Quick answers generated from the profile data available on this page.
What company does Greg Jurna, Aams® work for?
Greg Jurna, Aams® works for Fisher Investments.
What is Greg Jurna, Aams®'s role at Fisher Investments?
Greg Jurna, Aams® is listed as Investment Counselor at Fisher Investments.
What is Greg Jurna, Aams®'s email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Greg Jurna, Aams® at Fisher Investments.
Where is Greg Jurna, Aams® based?
Greg Jurna, Aams® is based in Portland, Oregon Metropolitan Area, United States while working with Fisher Investments.
What companies has Greg Jurna, Aams® worked for?
Greg Jurna, Aams® has worked for Fisher Investments, Edward Jones, Ameriprise Financial Services, Inc., Albina Community Bank, and Riverview Community Bank.
Who are Greg Jurna, Aams®'s colleagues at Fisher Investments?
Greg Jurna, Aams®'s colleagues at Fisher Investments include Priscilla Castro, Colin Brown, Joshua Sanders, Michael West, Chfc®, and Paul R..
How can I contact Greg Jurna, Aams®?
You can use AeroLeads to view verified contact signals for Greg Jurna, Aams® at Fisher Investments, including work email, phone, and LinkedIn data when available.
What schools did Greg Jurna, Aams® attend?
Greg Jurna, Aams® holds Bachelor Of Science (Bs), Finance from Portland State University - School Of Business.
What skills is Greg Jurna, Aams® known for?
Greg Jurna, Aams® is listed with skills including Commercial Lending, Small Business Lending, Credit Analysis, Banking, Finance, and Loan Origination.
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