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Kevin Wartsbaugh

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Kevin Wartsbaugh

VP Sales/Operations | Edward Jones

San Antonio, Texas Metropolitan Area United States, United States

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Kevin Wartsbaugh

Summary

Kevin Wartsbaugh is a dedicated financial advisor at Edward Jones, leveraging his extensive experience in estate planning and sales operations to serve long-term investors. With a background that includes ten years in a family business and service in the United States Army Reserves, he values integrity and respect in his professional relationships. Kevin's approach combines personalized strategies with a collaborative effort involving CPAs and estate planning attorneys to align investment decisions with clients' goals. He is also actively engaged in his community through organizations like Rotary and the Chamber of Commerce. Outside of work, he enjoys quality time with his family, participating in various school activities, and exploring the outdoors through camping and travel. His commitment to helping clients navigate their financial journeys is evident in his proactive service model.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Kevin Wartsbaugh

Work Experience

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General Partner at

Edward Jones

January 2020 - Present

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Kevin Wartsbaugh

Education

College of Financial Planning, Accredited Asset Management Specialists (AAMS)

Howard Payne University, Master of Business Administration (MBA)

Texas Department of Insurance, Texas Life and Health Insurance License

FINRA, General Securities Representative Exam Series 66

FINRA, General Securities Representative Exam Series 7

Frequently Asked Questions about Kevin Wartsbaugh

What is Kevin Wartsbaugh email address?

Kevin Wartsbaugh's primary email address is ****************@edwardjones.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Kevin Wartsbaugh work for?

Kevin Wartsbaugh is a VP Sales/Operations at Edward Jones.

Where Kevin Wartsbaugh graduated from?

Kevin Wartsbaugh holds a degree in null from College of Financial Planning.

How can I directly contact Kevin Wartsbaugh?

To contact Kevin Wartsbaugh directly, you can use the email address ****************@edwardjones.com. Complete contact information is available upon registration with Muraena.

Who is Kevin Wartsbaugh?

Kevin Wartsbaugh is a dedicated financial advisor at Edward Jones, leveraging his extensive experience in estate planning and sales operations to serve long-term investors. With a background that includes ten years in a family business and service in the United States Army Reserves, he values integrity and respect in his professional relationships. Kevin's approach combines personalized strategies with a collaborative effort involving CPAs and estate planning attorneys to align investment decisions with clients' goals. He is also actively engaged in his community through organizations like Rotary and the Chamber of Commerce. Outside of work, he enjoys quality time with his family, participating in various school activities, and exploring the outdoors through camping and travel. His commitment to helping clients navigate their financial journeys is evident in his proactive service model.

Kevin`s contact details

mail

****************@edwardjones.com

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