Jim Stehr Email and Phone Number
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The vast majority of my professional career has been spent in financial services. My 20 years as an institutional equity sales trader afforded me the opportunity to experience numerous economic cycles. There have been highs (the dot.com boom of 1999-2000) and lows (financial crisis of 2008-2009). During these and others like them, I have been able to glean extensive knowledge as to what drives equity and fixed income prices through interacting with asset managers of varying strategies. Coupled with a keen understanding of a top down approach to investment identification, I'm able to recommend wealth management strategies that help meet each and every need - including investment management, insurance and retirement planning. Insurance services provided through NFP Executive Benefits, LLC. (NFP EB), a subsidiary of NFP Corp. (NFP). Doing business in California as NFP Executive Benefits & Insurance Agency, LLC. (License #OH86767). Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Kestra Investment Services, LLC is not affiliated with NFP or NFP EB.Investor Disclosures: https://bit.ly/KF-DisclosuresThis site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.NFP (https://www.nfp.com/)2300 Contra Costa Boulevard, Suite 600Pleasant Hill, CA 94523(925) 444-9417jim.stehr@nfp.comFINRA: https://www.finra.org/#/SIPC: https://www.sipc.org/
Nfp Advisor Services
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- nfpadvisorservices.com
- Employees:
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Avp Individual SolutionsNfp Advisor Services Dec 2017 - PresentNFP is a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement, and individual insurance and wealth management solutions through our licensed subsidiaries and affiliates. Our expertise is matched only by our personal commitment to each client’s goals. This LinkedIn site is published for residents of the United States only. Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra AS compliance Department at 844-553-7872.
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Ceo/CcoParagon East Advisors, Llc Jul 2015 - Dec 2017Paragon East Advisors, LLC (PEA) is an independent registered investment adviser. PEA strives to offer a full suite of cost effective, and engaged investment advisory services that caters to any individual need, regardless of one's financial standing. PEA's objective is to provide a productive way to manage one's financial present and plan for the future. PEA prides itself on making sure you understand not only the ‘How’, but, more importantly, the ‘Why' in what we recommend. This education is critical in fostering and nurturing client relationships and goes hand in hand with our motto, 'Invest with Knowledge.
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PartnerParagon East Partners Mar 2015 - Oct 2015Paragon East Partners runs a multi-asset investment fund. The principals have over 40 years of investment experience. Our goal is to generate above average returns and income through investing in listed equities, derivatives and bonds. Over time, other financial assets will be evaluated when opportunities present themselves.
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Vp SalesEconoday Jan 2014 - Feb 2015Lafayette, Ca, UsEconoday provides macro economic event data and related content. We deliver this content in 3 calendar mediums (print, web based and online). Our mission is to enable users to be able to easily digest and act upon economic event data. Our economic calendars are effective investment/trading tools as well as a marketing resource. Econoday covers 12 developed countries and the EMU. Econoday also can deliver historical economic event data. Our database goes back to 2001. I'm charged with selling our products into the numerous subsets of the financial services industry. -
Account Executive - SmbSalesforce.Com Jun 2012 - Sep 2013San Francisco, California, UsSold a complete suite of CRM software applications to the Small and Mid sized business segment. Covered the Dallas/Ft. Worth and East Bay territories during my tenure. -
DirectorCitigroup Global Markets May 1995 - Jul 2011New York, New York, UsProvided equity sales trading coverage to over 20 hedge and mutual find trading desks in from Seattle to San Diego. Cross sold products across the entire equity platform – prime brokerage, program trading, derivatives and electronic execution. Assumed the managerial role for sales trading desk in November, 2008; successfully stabilized then grew our business through better account penetration. -
Vice PresidentCredit Suisse Nov 1991 - May 1995Zurich, ChGraduated from junior to senior member of six person equity sales trading desk. Covered 15 West Coast and Denver institutional accounts. Grew Northwest territory by 50% within two years through growing old and establishing new account relationships. -
Assistant Vice PresidentCredit Suisse Oct 1989 - Nov 1991Zurich, ChI supported two high net worth brokers administratively and logistically. I helped prepare reports, tracked commissions and sent research reports to their 25 retail clients.
Jim Stehr Skills
Jim Stehr Education Details
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University Of California, BerkeleyPolitical Economy Of Industrialized Societies -
University Of San FranciscoFinance
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Piedmont High School
Frequently Asked Questions about Jim Stehr
What company does Jim Stehr work for?
Jim Stehr works for Nfp Advisor Services
What is Jim Stehr's role at the current company?
Jim Stehr's current role is AVP in Individual Solutions at NFP CA.
What is Jim Stehr's email address?
Jim Stehr's email address is jd****@****ast.net
What is Jim Stehr's direct phone number?
Jim Stehr's direct phone number is +192563*****
What schools did Jim Stehr attend?
Jim Stehr attended University Of California, Berkeley, University Of San Francisco, Piedmont High School.
What are some of Jim Stehr's interests?
Jim Stehr has interest in Collecting Antiques, Exercise, Coaching Youth Basketball And Baseball, Home Improvement, Shooting, Reading, Gourmet Cooking, Sports, The Arts, Golf.
What skills is Jim Stehr known for?
Jim Stehr has skills like Investments, Equities, Capital Markets, Leadership, Crm, Financial Services, Hedge Funds, Salesforce.com, Strategy, Equity Trading, Business Development, Asset Management.
Who are Jim Stehr's colleagues?
Jim Stehr's colleagues are Jyotika Kataria, Hbuy Breu, Vince Pinto, Joe Smart, Ola Ola, Johanna Tlhako, Kathleen Kempson.
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