Jeff Barnum
Experienced Financial Wholesaler and Manager
- Role
- Lead Inside Wholesaler at First Trust
- Location
- Barrington Hills, IL, US
- LinkedIn followers
- 500 followers
About Jeff Barnum
I’m Jeff Barnum with First Trust Portfolios L.P, a privately held investment management…
Experience
Lead Inside Wholesaler
Jul 1997 — Present
Inside Wholesaler for the Atlanta area and Inside Sales Manager of the South Region.
Skills
- Financial Advisory
- Uniform Combined State Law
- Series 7
- Investments
- Finance
- Trading
- Financial Services
- Investment Strategies
- Separately Managed Accounts
- Securities Regulation
- Asset Allocation
- Mutual Funds
- Sales Management
- Financial Risk
- Asset Management
- Wealth Management
- Series 63
- Investment Advisory
- Etfs
- Variable Annuities
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