Financial Advisor
Current
Aug 2024 - Present
AeroLeads people directory · profile
Roderick Jefferson Email & Phone Number
Financial Advisor
at
Edward Jones
1 work email found
@firsthomebank.com
5 phones found area 904 and 731
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Who is Roderick Jefferson? Overview
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Quick answer
Roderick Jefferson is listed as Financial Advisor at Edward Jones, based in Clearwater, Florida, United States. AeroLeads shows a work email signal at firsthomebank.com, phone signal with area code 904, 731, and a matched LinkedIn profile for Roderick Jefferson.
Roderick Jefferson previously worked as Financial Advisor at Bayfirst and Financial Advisor at Grow Financial Federal Credit Union. Roderick Jefferson holds Bachelor Of Science, Mangement from Lambuth University.
Company email context
Email format at Edward Jones
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{first}.{last}@firsthomebank.com
86% confidence
AeroLeads found 1 current-domain work email signal for Roderick Jefferson. Compare company email patterns before reaching out.
Profile bio
About Roderick Jefferson
PROFILE Over a decade of experience in the financial industry with several prominent financial institutions. I have closely dealt with operations and financial strategy within Edward Jones, Merrill Lynch and Bank of America. Strengths include, proficiency with a diverse group of computer programs and a strong analytical ability, with attention to detail. I have Strong face to face communication skills which have lead to top producer results. The result is an advisor with an effective combination of experience, education, and technical skills./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Current workplace
Roderick Jefferson's current company
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9 roles
Roderick Jefferson work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Dec 2018 - May 2024
Financial Advisor
Sep 2017 - Oct 2018
Financial Advisor
Oct 2011 - Aug 2017
Investment Representative
Nov 2010 - Oct 2011
Senior Client Service Specialist
Perform first contact resolution for clients banking needs.Build and maintain relationships with wealth affluent clients.Perform transactions accurately and efficiently while following guidelines.Identify customer needs and provide appropriate products.; Life Insurance salesPassed State Life Licensing test.Built client relationships.Performed daily.
Aug 2008 - Nov 2010
Service Specialist Ii
Assist Branch Offices with the following procedures:Insufficient fund check reconciliationAccount balance and activity Calculate dividends earnedIRA contribution regulationsProvided upper management with reports that resulted in greater efficiency. Trained new and current associates on Money Market rules and procedures.
Apr 2006 - Aug 2008
Senior Associate
Money Market Services Assist Branch Offices with the following procedures: Balance Transfers Retirement Reserve Subscriptions Asset Tier Overrides Submit weekly reports to upper management detailing volume fluctuations of Asset Tier and Retirement Reserve.
Jun 2004 - Feb 2006
Senior Associate
Offshore Mutual Funds Pricing Managed 8-10 different mutual fund groups. Developed statistical reports to maintain efficiency of the pricing team. These reports were also used to provide information for visiting fund groups.
Jun 2003 - Feb 2004
1 education record
Roderick Jefferson education
-
Lambuth University
FAQ
Frequently asked questions about Roderick Jefferson
Quick answers generated from the profile data available on this page.
What company does Roderick Jefferson work for?
Roderick Jefferson works for Edward Jones.
What is Roderick Jefferson's role at Edward Jones?
Roderick Jefferson is listed as Financial Advisor at Edward Jones.
What is Roderick Jefferson's email address?
AeroLeads has found 1 work email signal at @firsthomebank.com for Roderick Jefferson at Edward Jones.
What is Roderick Jefferson's phone number?
AeroLeads has found 5 phone signal(s) with area code 904, 731 for Roderick Jefferson at Edward Jones.
Where is Roderick Jefferson based?
Roderick Jefferson is based in Clearwater, Florida, United States while working with Edward Jones.
What companies has Roderick Jefferson worked for?
Roderick Jefferson has worked for Edward Jones, Bayfirst, Grow Financial Federal Credit Union, Merrill Lynch, and Fidelity Investments.
How can I contact Roderick Jefferson?
You can use AeroLeads to view verified contact signals for Roderick Jefferson at Edward Jones, including work email, phone, and LinkedIn data when available.
What schools did Roderick Jefferson attend?
Roderick Jefferson holds Bachelor Of Science, Mangement from Lambuth University.
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