Jeffrey Johns
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Jeffrey Johns Email & Phone Number

Investment Resource Consultant at Wells Fargo at Wells Fargo Advisors
Location: Chesterfield, Missouri, United States 9 work roles 3 schools
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Current company
Role
Investment Resource Consultant at Wells Fargo
Location
Chesterfield, Missouri, United States
Company size

Who is Jeffrey Johns? Overview

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Quick answer

Jeffrey Johns is listed as Investment Resource Consultant at Wells Fargo at Wells Fargo Advisors, a with 15127 employees, based in Chesterfield, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Jeffrey Johns.

Jeffrey Johns previously worked as Investment Resource Consultant at Wells Fargo Advisors and Financial Compliance Analyst at Wells Fargo. Jeffrey Johns holds Drury Leadership Acadamy, 4.0 Gpa from Drury University.

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Email format at Wells Fargo Advisors

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Wells Fargo Advisors

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Profile bio

About Jeffrey Johns

Hello, I’m Jeffrey Johns! I am skilled in in building strategic relations with key clients, delivering exceptional customer service, and addressing inquiries in a highly professional manner to ensure satisfaction. I am expert at completing challenging tasks while developing new ways to accomplish assigned duties. I have ability to meet deadlines consistently, preferably ahead of time. As keen learner, learning new systems and processes immediately while exhibiting high-performance standards, patience, and integrity. Furthermore, I have excellent interpersonal skills; ability to get along with diverse personalities while exhibiting versatility, adaptability, and professional attitude within multicultural environment.Please feel free to contact me at Jeffrey_Johns@icloud.com with any thoughts, comments, or questions about my work—I’m always interested in making new professional acquaintances.

Current workplace

Jeffrey Johns's current company

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Wells Fargo Advisors
Wells Fargo Advisors
Investment Resource Consultant at Wells Fargo
st. louis, missouri, united states
Employees
15127
AeroLeads page
9 roles

Jeffrey Johns work experience

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Investment Resource Consultant

Current

St. Louis County, Missouri, United States

Nov 2021 - Present

Financial Compliance Analyst

St Louis, Missouri, United States

Mar 2021 - Nov 2021

Aon Benefits Advisor

I support clients with the selection of appropriate plan types and plan providers while gathering and providing plan information from multiple providers. I exceed goals continuously on key performance indicators and ensure high quality and compliance in a heavily regulated industry. I partner with internal communications team to deliver effective communication of the benefits in order to drive colleague understanding and engagement. I contribute to key projects and initiatives, including benefit integration activities as required.Key achievement during this tenure include:⇨ Maintaining 100% client satisfaction for delivering exceptional service and resolving issues in a timely manner.

Aug 2020 - Mar 2021

Financial Services

Chesterfield, Missouri

I was tasked to coordinate the delivery of financial services, enabling clients to streamline internal controls and manage finances effectively. I determined client’s needs or requirements through effective communication as well as recommend appropriate solutions or financial products by analyzing client’s financial situations. I determined and mitigated potential risks by conducting comprehensive analyses and reviews. I generated and presented financial reports to support with strategic decision-making. I maximized sales of different kinds of insurance products, including whole life, term life, health, and corresponding policyholder services by implementing effective strategies while educating clients on product offerings, and selling best plans in order to meet current or future needs.Key achievements during this tenure include:⇨ Attained customer satisfaction and maintained loyalty by providing exceptional services as well as building long-term relations with new and existing clients.⇨ Penetrated untapped markets effectively through superior research talents, customer relationship building, and innovative marketing strategies.

Nov 2019 - Aug 2020

Trader 1 (Trained And Certified)

St. Louis

For TD Ameritrade, I delivered guidance and support on management, platform support, trade placement, contributions, and distributions to tier 2 customers with emphasis on ensuring satisfaction. I was selected by the management to lead and support multiple new teams through broker training and first month of trade placing to ensure accuracy.Key achievements during this tenure include:⇨ Improved professional acumen, knowledge, and expertise in proprietary software and websites.⇨ Applauded by the senior management for completing assigned tasks within strict deadlines with zero errors. ⇨ Led implementation of various platform improvements while as a key part of platform beta testing team.

Aug 2018 - Sep 2019

Investor Services

I supported customers with the identification and resolution of retirement account issues through mail and phone correspondence. I responded to customer’s inquiries and concerns in a highly professional and courteous manner. I documented and maintained accurate records of customer interactions, transactions, and comments for future use and reference. I determined client’s needs and requirements through effective communication.Key achievements during this tenure include:⇨ Won the “Excellence in Service” award by providing exceptional customer service and support. ⇨ Successfully managed a high call volume and handled customers in professional manner.

Nov 2017 - Aug 2018

Clerk

As Clerk, I established and promoted a healthy environment by maintaining cleanliness and appearance of store interior as well as outdoor areas. I managed various kitchen operations, including preparation of made-to-order food and supply activities to ensure seamless business workflow. I monitored and coordinated sales transactions and reconciliation of cash drawer for high-volume store. I performed a variety of clerical and administrative duties, telephone correspondence, documentation, filing, and interaction with clients.Key achievements during this tenure include:⇨ Achieved customer service award by providing exceptional services and meeting organizational targets.⇨ Received bonus incentives, maximized customer satisfaction, and attained positive feedback by fulfilling client’s requests and demands.

Apr 2015 - Dec 2017

Unloader

Unloading Inventory, Inventory Set-up, Inventory Management

Oct 2014 - Mar 2015
Team & coworkers

Colleagues at Wells Fargo Advisors

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3 education records

Jeffrey Johns education

Drury Leadership Acadamy, 4.0 Gpa

Activities and Societies: End-of-Year Parade Organizer, Activities Coordinator, Volunteer Activity Planner Focus on leadership development.

Education record

Journeys Into Expanded Thinking

Pull out program for high testing students in the Fort Zumwalt School District

FAQ

Frequently asked questions about Jeffrey Johns

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

What company does Jeffrey Johns work for?

Jeffrey Johns works for Wells Fargo Advisors.

What is Jeffrey Johns's role at Wells Fargo Advisors?

Jeffrey Johns is listed as Investment Resource Consultant at Wells Fargo at Wells Fargo Advisors.

Where is Jeffrey Johns based?

Jeffrey Johns is based in Chesterfield, Missouri, United States while working with Wells Fargo Advisors.

What companies has Jeffrey Johns worked for?

Jeffrey Johns has worked for Wells Fargo Advisors, Wells Fargo, Everise, Synergy Wealth Solutions, and Td Ameritrade.

Who are Jeffrey Johns's colleagues at Wells Fargo Advisors?

Jeffrey Johns's colleagues at Wells Fargo Advisors include Matthew Gelsheimer, Cfp®, Rick Salvetti, Samuel Rios, Kathy Zmyewski, and Tony Viviano.

How can I contact Jeffrey Johns?

You can use AeroLeads to view verified contact signals for Jeffrey Johns at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey Johns attend?

Jeffrey Johns holds Drury Leadership Acadamy, 4.0 Gpa from Drury University.

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