RJL Wealth Management, LLC
Address: 2 Bala Plaza, Bala Cynwyd, PA 19004 Phone: (610) 660-7719: Place name: Category: : : : : Hours: Website: : Website: http://www.rjlwm.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of RJL Wealth Management, LLC Posting publicly on the Web Write a review Reviews Be the first to review
RJL Wealth Management, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RJL Wealth Management, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
RJL Wealth Management, LLC Salaries. You can even request information on how much does RJL Wealth Management, LLC pay if you want to. Learn about salaries, pros and cons of working for RJL Wealth Management, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
15 RJL Wealth Management, LLC employees in database. Find out everything there's to know about RJL Wealth Management, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
RJL Wealth Management, LLC Employees
Edward Jones May 2014 - Present
RJL Wealth Management, LLC May 2012 - May 2014
Lucia Securities, LLC May 2012 - May 2014
Edward Jones November 2006 - February 2012
Edward Jones April 2003 - July 2006
Skills
Strategic Financial..., Retirement Planning, Mutual Funds, Series 7, Investments, Public Speaking, Leadership, Customer Service, Event Planning
Education
University of California, Riverside 2002 — 2006
B.A., Political Science/ Administrative Studies
First Republic Bank March 2015 - Present
First Republic Bank October 2013 - March 2015
First Republic Bank June 2011 - October 2013
First Republic Bank August 2009 - June 2011
First Republic Bank June 2009 - August 2009
RJL Wealth Management, LLC June 2008 - August 2008
Skills
Banking, Internet Banking, Team Leadership, Customer Service, Cash Management, Project Management, Retail Banking, Commercial Banking, Business Analysis, Process Improvement, Management, Vendor Management, Payments, Electronic Payments, Leadership
Education
University of San Francisco 2005 — 2009
Bachelor's degree, Accounting and Finance
Lucia Capital Group May 2013 - August 2015
RJL Wealth Management, LLC May 2013 - January 2014
Fidelity Investments February 2011 - January 2013
Skills
Asset Allocation, Diversification, Customer Service, Rebalancing, Research, Retirement Planning, Social Security Benefits, Financial Services, Wealth Management, Financial Planning, Portfolio Management, Securities, Sales, Series 7, Social Security, Retirement, Finance, Mutual Funds, Investments
Education
Northern Kentucky University 2005 — 2010
Finance & Accounting, Bachelor of Science
Los Angeles Dodgers January 2015 - June 2015
Kansas City T-Bones Baseball Club July 2014 - January 2015
Spurs Sports & Entertainment June 2014 - July 2014
RJL Wealth Management, LLC June 2012 - August 2012
Skills
Microsoft Word
Education
Trinity University 2010 — 2014
Bachelor's degree, Finance and Marketing
Trinity University 2010 — 2014
Bachelor of Science (B.S.), Finance, Marketing, Sport Management
Melbrod Financial Services, Inc. January 2006 - Present
RJL Wealth Management, LLC August 2004 - July 2005
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Financial Analysis, Investment Advisory, Asset Allocation
Education
Loyola Marymount University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
RJL Wealth Management, LLC August 2012 - Present
Success Tax & Financial 1992 - Present
SagePoint Financial January 1998 - August 2012
Skills
Strategic Financial..., Financial Planners, Tax, Tax Preparation, Income Tax, Corporate Tax, Tax Advisory, Wealth Management, Wealth, Fixed Annuities, Retirement, Securities, Financial Services, Real Estate, Certified Financial..., Series 7, Series 63, Small Business, Investments, Financial Analysis, Uniform Combined State..., Finance, FINRA, IRAs, Estate Planning, Retirement Planning, Asset Management, Investment Advisory, Portfolio Management, Investment Strategies, 401k Rollovers
Education
Northern Arizona University, College of Business Administration 1989 — 1992
Bachelors, Finance, Accounting
Lucia Capital Group October 2013 - Present
Lucia Securities, LLC Member FINRA/SIPC September 2011 - November 2014
First Allied Securities November 2007 - November 2011
RJL Wealth Management, LLC June 2009 - April 2010
RJL Wealth Management LLC January 2005 - June 2009
Raymond J. Lucia Companies, Inc. January 2005 - June 2009
Lucia Financial LLC October 2006 - May 2009
Securities America, Inc. Member FINRA/SIPC February 2005 - November 2007
Helix Trading, LLC January 2006 - December 2006
Global Resources, Ltd. Member NASD/SIPC February 2000 - November 2004
Skills
Wealth Management, Uniform Combined State..., Investments, Fixed Annuities, Strategic Financial..., Retirement, Investment Advisory, Retirement Planning, Financial Services, Alternative Investments, Series 63, Investment Strategies, Asset Management, FINRA, Series 7, Securities, Mutual Funds, IRAs, Series 24, Asset Allocation, Financial Planning, Series 65, Variable Annuities
Education
La Jolla Country Day, Del Mar Elementary, Earl Warren Jr. High, San Dieguito High, Palomar College, Wharton 1959 — 2002
General Ed, Sciences, Dance, Financial-specific
Palomar College 1970 — 1973
Sciences, Dance, Health, 3.86
Squire Patton Boggs October 2014 - Present
RJL Wealth Management, LLC September 2009 - March 2011
Barclays Investment Bank September 2008 - August 2009
Lehman Brothers July 2007 - August 2008
Skills
Public Speaking, Legal Research, Financial Analysis, Legal Writing, Leadership, Investments, Insurance, Finance
Education
Georgetown University Law Center 2012 — 2014
Juris Doctor, Law
Dickinson College 2003 — 2007
Bachelor of Arts (B.A.), International Business & Management
Faulkner Media Group May 2012 - Present
RJL Wealth Management, LLC January 2010 - May 2012
Skills
Online Marketing, Social Media Marketing, Advertising, Digital Strategy, Email Marketing, Digital Marketing, Social Media, Online Advertising, Marketing Strategy, New Business Development, Marketing, Sales, Web Design, Social Networking
Education
San Diego State University-California State University
EY November 2013 - Present
RJL Wealth Management, LLC January 2013 - September 2013
RJL Wealth Management May 2012 - September 2013
Lucia Securities, LLC May 2012 - September 2013
LPL Financial December 2011 - May 2012
Traveled October 2010 - November 2011
Avant-Garde Wealth Manangement February 2010 - June 2010
JP Morgan Chase February 2009 - February 2010
RBC July 2007 - January 2009
San Diego State University October 2006 - June 2007
Skills
Series 7, Series 66, Insurance, Financial Planning, Investments, Retirement Planning, Portfolio Management, Asset Management, Uniform Combined State..., Strategic Financial..., Asset Managment, Risk Management, Financial Advisory, Securities, Wealth Management, Trading, Investment Management, Finance, ETFs, Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investment Strategies, Equities
Education
San Diego State University-California State University 2003 — 2007
Bachelor of Science (B.S.) Business Adminstration, Finance
Rocklin High school
RJL Wealth Management, LLC September 2011 - September 2015
Spotlight Sports October 2009 - September 2011
Major League Lessons October 2008 - September 2011
Topline Capital, LLC October 2007 - December 2008
Lehman Brothers April 2006 - October 2007
EquiFirst February 2005 - April 2006
Major League Baseball April 1995 - July 2001
Skills
Asset Management, Trading, Business Development, Investments, Mortgage Lending, Due Diligence, Coaching, Risk Management, Portfolio Management, New Business Development, Negotiation, Asset Managment, Strategic Planning, Financial Analysis, Wealth Management, Loans
Education
University of Hawaii - Shidler College of Business 1989 — 1992
Accounting
RJL Wealth Management LLC June 2010 - Present
Lucia Securities, LLC September 2011 - Present
Raymond J Lucia Companies, Inc. January 1993 - June 2010
CalFed Bank January 1989 - March 1992
Escondido Savings/Carver Savings September 1985 - January 1989
Skills
Investments, Portfolio Management, Wealth Management, Asset Managment, Public Speaking, Mutual Funds, Financial Modeling, Asset Allocation, Strategic Financial..., Investment Advisory, Equities, Financial Analysis, Series 7, Alternative Investments, Investment Strategies, Asset Management, Financial Planning, Retirement Planning, Uniform Combined State..., Wealth
Education
University of San Diego 1983 — 1986
MBA, Finance and marketing
Chapman University 1974 — 1978
BA, Economics and Business Administration
Tridea Partners June 2014 - Present
EquityKey October 2013 - June 2014
Centara Capital October 2012 - June 2014
Goodsell & Company April 2012 - October 2012
RJL Wealth Management, LLC January 2012 - February 2012
RJL Wealth Management, LLC February 2007 - December 2011
Raymond J. Lucia Companies, Inc. August 2006 - January 2007
University of San Diego September 2005 - July 2006
Henry Avocado Corporation May 2005 - August 2005
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Salesforce.com, Peachtree, Redtail.com
Education
University of San Diego 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
UCSD 2008 — 2010
Human Resources Certificate, Human Resources
Study Abroad: ITESO University