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Jose Marrero, Cfp®, Mba Email & Phone Number

Private Wealth Consultant at Raymond James
Location: Greater Tampa Bay Area, United States, United States 7 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Raymond James
Role
Private Wealth Consultant
Location
Greater Tampa Bay Area, United States, United States
Company size
5 employees

Who is Jose Marrero, Cfp®, Mba? Overview

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Quick answer

Jose Marrero, Cfp®, Mba is listed as Private Wealth Consultant at Raymond James, a company with 5 employees, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jose Marrero, Cfp®, Mba.

Jose Marrero, Cfp®, Mba previously worked as VP Financial Consultant at Charles Schwab and Wealth Manager at Usaa. Jose Marrero, Cfp®, Mba holds Master Of Business Administration - Mba from Saint Leo University.

Company email context

Email format at Raymond James

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Raymond James

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Profile bio

About Jose Marrero, Cfp®, Mba

Jose Marrero, Cfp®, Mba is a Private Wealth Consultant at Raymond James.

Current workplace

Jose Marrero, Cfp®, Mba's current company

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Raymond James
Raymond James
Private Wealth Consultant
Toronto, ON
Website
raymondjames.ca
Employees
5
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Company profile
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7 roles

Jose Marrero, Cfp®, Mba work experience

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

Private Wealth Consultant

Current
Raymond James

St. Petersburg, Florida, US

Jun 2022 - Present

Vp Financial Consultant

Charles Schwab

Westlake, Texas, US

May 2020 - Jun 2022

Wealth Manager

Usaa

San Antonio, Texas, US

Nov 2017 - May 2020

Wealth Advisor

Usaa

San Antonio, Texas, US

Feb 2016 - Nov 2017

Financial Advisor

Usaa

San Antonio, Texas, US

Oct 2014 - Feb 2016

Investment Service Representative

Usaa

San Antonio, Texas, US

Sep 2013 - Oct 2014
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

GF George Fulton, Flmi, Aalu, Airc, Acs George Fulton, Flmi, Aalu, Airc, Acs Colleague at Raymond JamesTampa, Florida, United States, United States View → AH Alec Hagen, Cfp®, Aif® Alec Hagen, Cfp®, Aif® Colleague at Raymond JamesBirmingham, Michigan, United States, United States View → CD Craig Demoss Craig Demoss Colleague at Raymond JamesMemphis, Tennessee, United States, United States View → TD Thomas Demarco, Mba, Cfp® Thomas Demarco, Mba, Cfp® Colleague at Raymond JamesVancouver, Washington, United States, United States View → TD Travis Dickerson Travis Dickerson Colleague at Raymond JamesDallas-Fort Worth Metroplex, United States, United States View → VR Veonne Roberts Veonne Roberts Colleague at Raymond JamesTampa, Florida, United States, United States View → JH Jared Heath, Cams, Cfe Jared Heath, Cams, Cfe Colleague at Raymond JamesTampa, Florida, United States, United States View → AO Amber Olson Amber Olson Colleague at Raymond JamesSt Petersburg, Florida, United States, United States View → SD Sean Durkin Sean Durkin Colleague at Raymond JamesAustin, Texas Metropolitan Area, United States, United States View → RS Robert Schetty, Cfp® Robert Schetty, Cfp® Colleague at Raymond JamesNew York City Metropolitan Area, United States, United States View →
2 education records

Jose Marrero, Cfp®, Mba education

Master Of Business Administration - Mba

Saint Leo University

Bachelor Of Arts - Ba, Finance And Financial Management Services

University Of South Florida
FAQ

Frequently asked questions about Jose Marrero, Cfp®, Mba

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

What company does Jose Marrero, Cfp®, Mba work for?

Jose Marrero, Cfp®, Mba works for Raymond James.

What is Jose Marrero, Cfp®, Mba's role at Raymond James?

Jose Marrero, Cfp®, Mba is listed as Private Wealth Consultant at Raymond James.

Where is Jose Marrero, Cfp®, Mba based?

Jose Marrero, Cfp®, Mba is based in Greater Tampa Bay Area, United States, United States while working with Raymond James.

What companies has Jose Marrero, Cfp®, Mba worked for?

Jose Marrero, Cfp®, Mba has worked for Raymond James, Charles Schwab, Usaa, and Florida Department Of Financial Services.

Who are Jose Marrero, Cfp®, Mba's colleagues at Raymond James?

Jose Marrero, Cfp®, Mba's colleagues at Raymond James include George Fulton, Flmi, Aalu, Airc, Acs, Alec Hagen, Cfp®, Aif®, Craig Demoss, Thomas Demarco, Mba, Cfp®, and Travis Dickerson.

How can I contact Jose Marrero, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for Jose Marrero, Cfp®, Mba at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Jose Marrero, Cfp®, Mba attend?

Jose Marrero, Cfp®, Mba holds Master Of Business Administration - Mba from Saint Leo University.

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