Jeffrey Alexander
AeroLeads people directory · profile

Jeffrey Alexander Email & Phone Number

Wealth Manager at U.S. Wealth Management at U.S. Wealth Management
Location: Newport, Rhode Island, United States 6 work roles 1 school
1 work email found @uswealthmanagement.com 1 phone found area 781 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@uswealthmanagement.com
Direct phone (781) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
U.S. Wealth Management
Role
Wealth Manager at U.S. Wealth Management
Location
Newport, Rhode Island, United States
Company size
28 employees

Who is Jeffrey Alexander? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jeffrey Alexander is listed as Wealth Manager at U.S. Wealth Management at U.S. Wealth Management, a with 28 employees, based in Newport, Rhode Island, United States. AeroLeads shows a work email signal at uswealthmanagement.com, phone signal with area code 781, and a matched LinkedIn profile for Jeffrey Alexander.

Jeffrey Alexander previously worked as Wealth Manager at U.S. Wealth Management and Vice President Financial Consultant at Citizens Bank. Jeffrey Alexander holds Bs, Business Administration from Northeastern University.

Company email context

Email format at U.S. Wealth Management

This section adds company-level context without repeating Jeffrey Alexander's masked contact details.

{first}.{last}@uswealthmanagement.com
89% confidence

AeroLeads found 1 current-domain work email signal for Jeffrey Alexander. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Jeffrey Alexander

U.S. Wealth Management is an independent network of experienced wealth managers who provide holistic advice and custom-tailored strategies to manage your financial future. Backed by the resources of an established wealth management firm, we at U.S. Wealth Management Newport bring together a common focus – a personal interest in addressing all your investment, estate and retirement planning needs as they change throughout your lifetime. (www.uswealthnewport.com)Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the contact information section above. Investment advice offered through U.S. Financial Advisors, a Registered Investment Advisor. U.S. Financial Advisors, U.S. Wealth Management, U.S. Wealth Management Newport and LPL Financial are separate entities.U.S. Financial Advisors and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC (USWM). USWM companies are not affiliated with LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit http://www.uswealthmanagement.com

Listed skills include Retirement Planning, Investments, Asset Allocation, Strategic Financial Planning, and 16 others.

Current workplace

Jeffrey Alexander's current company

Company context helps verify the profile and gives searchers a useful next step.

U.S. Wealth Management
U.S. Wealth Management
Wealth Manager at U.S. Wealth Management
braintree, massachusetts, united states
Website
uswealthmanagement.com
Employees
28
AeroLeads page
Company profile
View company profile Email format
6 roles

Jeffrey Alexander work experience

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

Wealth Manager

Current
U.S. Wealth Management

Newport, Ri

A Wealth Manager with over 20 years of experience in the financial services industry, Jeffrey is proud to deliver personalized plans for each individual client. Throughout an extensive discovery process, Jeffrey customizes wealth management strategies based on his clients’ needs and objectives. This process helps him address any anxiety about the financial planning process, providing added comfort and confidence that the client’s financial goals are aligned. Jeffrey also works with a team of experienced professionals across the spectrum of wealth management in order to provide his clients with a true roadmap encompassing clear milestones and the confidence of knowing they are making informed financial decisions.

Jul 2015 - Present

Vice President Financial Consultant

Citizens Bank

Newport, Rhode Island

Five Star Wealth Manager award winner 2013, 2014 and 2015 Rhode Island Monthly Magazine

Feb 2010 - Jul 2015

Vice President, Financial Advisor

Banc Of America Investments

I strive to help people work towards their financial goals through prudent planning. I always take into consideration the six key areas of financial planning, which include-current financial position, protection planning needs, investment planning, tax planning, retirement planning and estate planning.

May 2008 - Mar 2009
Team & coworkers

Colleagues at U.S. Wealth Management

Other employees you can reach at uswealthmanagement.com. View company contacts for 28 employees →

MK Max Kolbrenner Max Kolbrenner Colleague at U.S. Wealth ManagementStamford, Connecticut, United States View → MH Matthew Hightower Matthew Hightower Colleague at U.S. Wealth ManagementNiantic, Connecticut, United States View → MS Mary Smith Mary Smith Colleague at U.S. Wealth ManagementMountain View, California, United States View → A( Alan (Al) Reese Alan (Al) Reese Colleague at U.S. Wealth ManagementGreater Boston, United States View → EQ Edward Quirk Edward Quirk Colleague at U.S. Wealth ManagementBraintree, Massachusetts, United States View → KM Kevin Major Kevin Major Colleague at U.S. Wealth ManagementGreenwich, Connecticut, United States View → FL Ferry Liando Ferry Liando Colleague at U.S. Wealth ManagementCupertino, California, United States View → BP Barbara Purslow Barbara Purslow Colleague at U.S. Wealth ManagementStoughton, Massachusetts, United States View → RS Rob Stevenson Rob Stevenson Colleague at U.S. Wealth ManagementSanta Monica, California, United States View → JN Joan Napolitano Joan Napolitano Colleague at U.S. Wealth ManagementNorwell, Massachusetts, United States View →
1 education record

Jeffrey Alexander education

FAQ

Frequently asked questions about Jeffrey Alexander

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

What company does Jeffrey Alexander work for?

Jeffrey Alexander works for U.S. Wealth Management.

What is Jeffrey Alexander's role at U.S. Wealth Management?

Jeffrey Alexander is listed as Wealth Manager at U.S. Wealth Management at U.S. Wealth Management.

What is Jeffrey Alexander's email address?

AeroLeads has found 1 work email signal at @uswealthmanagement.com for Jeffrey Alexander at U.S. Wealth Management.

What is Jeffrey Alexander's phone number?

AeroLeads has found 1 phone signal(s) with area code 781 for Jeffrey Alexander at U.S. Wealth Management.

Where is Jeffrey Alexander based?

Jeffrey Alexander is based in Newport, Rhode Island, United States while working with U.S. Wealth Management.

What companies has Jeffrey Alexander worked for?

Jeffrey Alexander has worked for U.S. Wealth Management, Citizens Bank, Investment Professionals, Inc., Banc Of America Investments, and Sovereign Bank.

Who are Jeffrey Alexander's colleagues at U.S. Wealth Management?

Jeffrey Alexander's colleagues at U.S. Wealth Management include Max Kolbrenner, Matthew Hightower, Mary Smith, Alan (Al) Reese, and Edward Quirk.

How can I contact Jeffrey Alexander?

You can use AeroLeads to view verified contact signals for Jeffrey Alexander at U.S. Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey Alexander attend?

Jeffrey Alexander holds Bs, Business Administration from Northeastern University.

What skills is Jeffrey Alexander known for?

Jeffrey Alexander is listed with skills including Retirement Planning, Investments, Asset Allocation, Strategic Financial Planning, Finance, Wealth Management, Financial Services, and Securities.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Jeffrey Alexander you were looking for.

View similar profiles