Jarret Johnson
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Jarret Johnson Email & Phone Number

Senior Registered Client Associate at RBC Wealth Management
Location: Madison, Wisconsin, United States 8 work roles 1 school
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Current company
RBC Wealth Management
Role
Senior Registered Client Associate
Location
Madison, Wisconsin, United States
Company size
8199 employees

Who is Jarret Johnson? Overview

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Quick answer

Jarret Johnson is listed as Senior Registered Client Associate at RBC Wealth Management, a company with 8199 employees, based in Madison, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Jarret Johnson.

Jarret Johnson previously worked as Financial Advisor at Rbc Wealth Management and Registered Client Associate at Rbc Wealth Management. Jarret Johnson holds Bachelor Of Science - Bs, Personal Finance from University Of Wisconsin-Madison.

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RBC Wealth Management

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Profile bio

About Jarret Johnson

I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

Current workplace

Jarret Johnson's current company

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RBC Wealth Management
Rbc Wealth Management
Senior Registered Client Associate
Madison, WI, US
Website
rbcwealthmanagement.com
Employees
8199
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8 roles

Jarret Johnson work experience

A career timeline built from the work history available for this profile.

Senior Registered Client Associate

Current
Rbc Wealth Management

Madison, Wisconsin

Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment.

Jan 2023 - Present

Registered Client Associate

Rbc Wealth Management

Madison, Wisconsin

  • Primary manager of client relationships and outreach ensuring that they are satisfied and feel supported and heard by their advising team
  • Assist in financial planning processes to build a plan that gives clients peace of mind and confidence in their financial success
  • Performed branch administrative duties including new hire training, check deposits, check printing, and compliance with firm and industry standards
  • Furthered my proficiency and added value to the team by obtaining my SIE, Series 7, and Series 66
Nov 2019 - Jan 2023

Office Assistant

University Of Wisconsin-Madison

Madison, Wisconsin Area

  • Manage student records using the Degree Audit Reporting System (DARS) while maintaining confidentiality.
  • Chosen to be on the hiring committee to screen dozens of applicants to help find the best fit for the Academic Affairs office
  • Use effective customer service skills with students and visitors to ensure they are helped in a timely manner
  • Direct phone calls and answer e-mails in order to provide students helpful information in a quick and efficient manner
May 2017 - Dec 2019

Fec Intern

Financial Education Center Of Dane County

Madison, Wisconsin Area

  • Researched economic issues faced by marginalized communities
  • Created financial education project to help address these economic disparities
  • Collaborated with director to interview new financial coaches
Jun 2019 - Aug 2019

Financial Planning Intern

Rbc Wealth Management
  • Processed client portfolio evaluations and created coversheets to display the information in a consumer-friendly format for client use
  • Analyzed financial reports and compared with advisors’ perceptions
  • Greeted clients and assisted financial advisors in meeting preparation to ensure client satisfaction
Jun 2018 - Aug 2018

Pharmacy Technician

Pharmacy Station

Burlington, Wisconsin

  • Audited controlled substances to ensure that the pharmacy was dispensing high risk substances to the community correctly
  • Dealt with confidential information of patients following the rules of HIPAA
  • Filled prescriptions for patients and ensured it was the proper medication, amount, and dosage
Jan 2016 - Jan 2017
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 8199 employees →

LK Laurie Kent Laurie Kent Colleague at Rbc Wealth ManagementGreat Falls, Virginia, United States, United States View → KS Katrina Stump Katrina Stump Colleague at Rbc Wealth ManagementPortland, Oregon Metropolitan Area, United States View → AD Anthoula Dzoutzidis Anthoula Dzoutzidis Colleague at Rbc Wealth ManagementToronto, Ontario, Canada, Canada View → RF Rosanna Flores Rosanna Flores Colleague at Rbc Wealth ManagementMontreal, Quebec, Canada, Canada View → AW Audrey Wach, Mba, Pfp Audrey Wach, Mba, Pfp Colleague at Rbc Wealth ManagementAurora, Ontario, Canada, Canada View → CF Cyndy Freeman Cyndy Freeman Colleague at Rbc Wealth ManagementMinneapolis, Minnesota, United States, United States View → BW Benjamin Walkes Benjamin Walkes Colleague at Rbc Wealth ManagementCanada, Canada View → AL Aldo Lozano Aldo Lozano Colleague at Rbc Wealth ManagementEl Segundo, California, United States, United States View → AS Ashley Spiro Ashley Spiro Colleague at Rbc Wealth ManagementDayton, Minnesota, United States, United States View → SJ Shannon Jones Shannon Jones Colleague at Rbc Wealth ManagementGreater Minneapolis-St. Paul Area, United States View →
1 education record

Jarret Johnson education

FAQ

Frequently asked questions about Jarret Johnson

Quick answers generated from the profile data available on this page.

What company does Jarret Johnson work for?

Jarret Johnson works for RBC Wealth Management.

What is Jarret Johnson's role at RBC Wealth Management?

Jarret Johnson is listed as Senior Registered Client Associate at RBC Wealth Management.

Where is Jarret Johnson based?

Jarret Johnson is based in Madison, Wisconsin, United States while working with RBC Wealth Management.

What companies has Jarret Johnson worked for?

Jarret Johnson has worked for Rbc Wealth Management, University Of Wisconsin-Madison, Financial Education Center Of Dane County, and Pharmacy Station.

Who are Jarret Johnson's colleagues at RBC Wealth Management?

Jarret Johnson's colleagues at RBC Wealth Management include Laurie Kent, Katrina Stump, Anthoula Dzoutzidis, Rosanna Flores, and Audrey Wach, Mba, Pfp.

How can I contact Jarret Johnson?

You can use AeroLeads to view verified contact signals for Jarret Johnson at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jarret Johnson attend?

Jarret Johnson holds Bachelor Of Science - Bs, Personal Finance from University Of Wisconsin-Madison.

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