Winston (Bryce) Jefferson
Frisco,TX
Summary
Seasoned Wealth Management Consultant adept at developing and implementing financial strategies to meet client needs. Proven abilities in managing complex portfolios, providing comprehensive financial advice, and cultivating strong relationships with high net worth clients. Notable impact on revenue growth through strategic planning and investment management. Skilled communicator able to explain complex financial concepts simply and persuasively.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Wealth Management Consultant
JP Morgan Chase & Co
Plano, TX
11.2022 - Current
- Managed and assessed several high-net-worth client accounts within J.P. Morgan Wealth Management.
- Prospected and generated leads for business partners, with a focus on investment advisory services.
- Provided exceptional customer service, with a focus on deepening client relationships through a deep-dive analysis.
- Integrated clients with research and discovery-based solutions within our business.
- Conducted several pilot programs to better weigh and identify successful business methods.
- Reviewed client portfolios regularly to ensure that investments remained in line with the client's objectives.
High Net Worth Client Consultant
Vanguard
Plano, TX
02.2022 - 11.2022
- I earned my Series 66 license.
- Advised clients/prospects on client-centric investment options and tailored recommendations
- Assisted clients through various financial operations and complex client inquiries.
- Advised clients on investment strategies and portfolio management
- Conducted market research to support client decision-making processes
- Provided insights on financial products to enhance client portfolio performance
Financial Services Representative
TD Ameritrade
Southlake, TX
07.2020 - 03.2021
- Earned SIE, Series 7, and Series 63 licenses.
- Assisted clients with account services and procedures
- Informed clients about a multitude of different investment vehicles.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
Management Trainee
Enterprise Rent-A-Car
Lewisville, TX
06.2019 - 04.2020
- Managed day-to-day operations for a multi-faceted, high velocity business
- Provided excellent service to both internal and external consumers
- Balanced a large P&L while continuing to leverage marketing opportunities
- Trained new staff on operational procedures and customer service techniques.
- Resolved customer inquiries and complaints promptly and professionally.
Student Athlete
Illinois State University
Normal, IL
06.2015 - 05.2019
- Collaborated with coaches to develop game strategies and improve skills
- Attended team meetings to discuss goals, schedules, and progress updates
- Assisted in organizing team events, including practices and community outreach.
- Engaged with fans and alumni during events to promote school spirit
- Managed time effectively between academics, sports, and personal commitments
- Developed time management skills to balance academics, athletics, and extracurricular activities
Education
Bachelor of Science - Political Science
Illinois State University
Normal, IL05.2019
Skills
- Investment strategy
- Portfolio management
- Risk assessment
- Market research
- Client relationship management
- Financial analysis
Certification
- Series 7
- Series 66
- Series 63
- Securities Industry Essentials
Timeline
Wealth Management Consultant
JP Morgan Chase & Co
11.2022 - Current
High Net Worth Client Consultant
Vanguard
02.2022 - 11.2022
Financial Services Representative
TD Ameritrade
07.2020 - 03.2021
Management Trainee
Enterprise Rent-A-Car
06.2019 - 04.2020
Student Athlete
Illinois State University
06.2015 - 05.2019
Bachelor of Science - Political Science
Illinois State University
Similar Profiles
Lisa Olivia GrenviczLisa Olivia Grenvicz
Private Client Banker at JP Morgan Chase & Company (Chase Bank)Private Client Banker at JP Morgan Chase & Company (Chase Bank)
Taylor SimsTaylor Sims
Client Services Specialist & Associate Banker at JP Morgan Chase & Chase BankClient Services Specialist & Associate Banker at JP Morgan Chase & Chase Bank
Miranda GuerreroMiranda Guerrero
Associate Banker Market Expansion at Jp Morgan Chase ChaseAssociate Banker Market Expansion at Jp Morgan Chase Chase
Mahesh TelgadiMahesh Telgadi
Team Leader at JP Morgan Chase pvt LtdTeam Leader at JP Morgan Chase pvt Ltd
Chandrasekhar NowduriChandrasekhar Nowduri
Architect at HCL America / T-MobileArchitect at HCL America / T-Mobile