Jason Link Email & Phone Number

Denver, CO, US

Denver Metropolitan Area

I joined Alchemy Financial as a Wealth Advisor. The aim of this position was to build out a Colorado footprint for the East Coast firm. I designed the strategy and executed the steps to establish the brand in the new market. This included generating leads and owning the client relationship throughout the full sales cycle.My strong interpersonal skills and.

Denver Metropolitan Area

• My success as a Financial Consultant led to my promotion to Regional Planning Consultant for the premier investment banking firm. During this time, I led 20+ direct reports across multiple branches with $2B AUM. We met.
• Played a key role in the promotion of 7 financial consultants with ongoing, personalized coaching.
• Presented weekly on new products, services, and regulatory changes to staff to foster continued growth.
• Planned, presented, and led follow-up on 6+ events or seminars quarterly to drive client acquisition.
• Built a culture of excellence with 98% achieving KPIs yielding top 3 ranking of the team in the US.
• Ranked as a Top Regional Planning Consultant in the company across the US. I reached a point where I achieved everything I wanted to do in the role. I decided to step away from the position to spend time with my family.

Denver Metropolitan Area

• I returned to the Denver area as a Financial Consultant for Fidelity Investments. I joined the large investment banking firm as a client-facing leader to drive growth in the market. I did this by building relationships.
• Managed up to $500M AUM for 300 high net-worth individuals including $110M in fee-based accounts.
• Grew the fee-based business $30M annually by acquiring new clients, performing financial planning services, and using the Wealth Advisory Services (WAS) platform.
• Owned the client relationship from prospecting through renewals and growth of accounts.
• Educated clients by developing and delivering seminars on income planning and modern portfolio theory.

San Francisco Bay Area

• I took the promotion to lead region for the retail investment division of JP Morgan Chase. I relocated for this opportunity to serve as the Regional Investment Manager to lead up to 75 direct reports across 25.
• Contributed to the promotion of 50+ bankers and advisors within the enterprise through ongoing coaching and guidance through the post-acquisition (Washington Mutual) integration.
• Recruited and onboarded 3 advisors or licensed bankers per week selling investment services, consumer lending, and other regulated products.
• Sold $102M in unified managed and separately managed accounts (fee-based business).
• Turned around the market (lower 30%) to achieve the #1 market in the US for YoY growth rates of all products (insurance, annuities, fee-based, mutual funds).
• Ranked 10 out of 161 for markets nationally by bringing in new accounts (outside assets) ($39M).

Greater Fort Collins Area

Greater Fort Collins Area