JDR Financial

JDR Financial Financial Services Representative
Principal Securities Registered Representative Ready to focus on your financial goals? I can help. Your goals are my focus.

Let’s put strategies together to work for you. Whether your priority is personal finances, your business, or both, I’m committed to helping you work towards your financial goals

EXPERIENCE:
A passionate humanitarian, Jeff began his career helping people set and work towards their financial goals in 2015. Specializing in comprehensive planning, he assists clients on their road towards financial we

ll-being. Jeff’s goal is to make a positive impact in the lives of his clients, and the lives of future generations. EDUCATION & CREDENTIALS
• Accounting degree from the University of Alabama
• FINRA Series 6 and 63 securities registrations
• Life and Health Insurance License
• NAIFA Top 40 under 40

INTERESTS:
• Young Professionals of Birmingham
• Rotaract of Birmingham
• Ready to Succeed Program

1918907-112021

Happy Thanksgiving from JDR Financial!!!!!!
11/28/2024

Happy Thanksgiving from JDR Financial!!!!!!

11/20/2024

Job Title:Executive Assistant

Company: JDR Financial

Location: Birmingham Metro Area

Job Type: Part time

JDR Financial is seeking a highly skilled and experienced Executive Assistant to join our dynamic team! As an Executive Assistant, you will provide administrative support to our senior leadership team, ensuring seamless operations and exceptional organizational efficiency.

Responsibilities:

- Manage calendars, schedules, and travel arrangements
- Coordinate meetings, events, and presentations
- Prepare reports, documents, and correspondence
- Maintain confidentiality and handle sensitive information
- Develop and implement administrative processes and procedures

Requirements:

- Proficiency in Microsoft Office and Google Suite
- Excellent communication, organizational, and problem-solving skills
- Ability to work under pressure and meet deadlines
- Discretion and confidentiality

How to Apply:

If you're a motivated and experienced Executive Assistant looking for a new challenge, please submit your resume and cover letter to [email protected] We can't wait to hear from you!

05/29/2024

How has the FAFSA form changed? Discover what’s different.

02/22/2024

We are seeking to hire a part-time administrative assistant to join our team. If you know someone who might be interested, please tag them in the comments below.

02/21/2024

Find out more...

02/19/2024

Follow some basic rules to help yourself make smarter choices when investing for retirement.

02/15/2024

Understanding how these two concepts work can help you put together a portfolio that targets your specific needs.

02/08/2024

Consider the following when creating an investing strategy for the long term.

02/06/2024

Understand the merits and drawbacks of both lump sum and dollar cost averaging.

Address

3500 Blue Lake Drive Suite 280
Birmingham, AL
35243

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when JDR Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to JDR Financial:

Shortcuts

Share

Category