Jeff Jagard
Managing Director @Avalan Wealth
Los Angeles, CA, US
EMAILS
j••••••••@avalanwealth.com
MOBILE NUMBERS
+18•••••••81
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WORK HISTORY
Jul 2021 — Present
Managing Director @Avalan Wealth
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Santa Barbara, CA, US
EDUCATION
1997 — 2000
Southern Utah University
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
SKILLS
Capital MarketsSeries 7Trading SystemsInvestment StrategiesAlternative InvestmentsPrivate EquityInvestment ManagementWealthStrategyAsset ManagementDisability InsurancePortfolio Management401kEtfsBloombergStrategic PlanningLeadershipVenture CapitalSecuritiesElectronic TradingManagementTradingInvestment BankingWealth ManagementInvestment AdvisoryAsset AllocationMutual FundsRisk ManagementInvestmentsOptionsFixed IncomeFinancial ModelingEquitiesEmployee BenefitsDue DiligenceProprietary TradingHedge FundsDerivativesFinancial AnalysisAsset Managment
ABOUT JEFF JAGARD
As a Managing Director at Avalan, Jeff has over 20 years of experience consulting with…
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