Zachary Schubert, AAMS®
The University of Arizona Global Campus
Tell me more about Zachary Schubert, AAMS®?
Zachary Schubert, AAMS(r), is a highly experienced financial advisor with 11.4 years of work experience. Based in Senegal-Michigan-Saint Louis, he has a strong passion for helping others and a special interest in finance. Zachary has a background in the financial services industry, having worked as a summer intern with an Edward Jones financial advisor. He then transitioned to the Edward Jones branch office, where he served as a field supervision director and branch manager. Currently, Zachary supervises approximately 130 branch offices, ensuring firm policies and regulations are upheld. He enjoys playing an important role in ensuring client interests are first.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
I have always had a passion for helping others. I also developed a special interest in finance at a young age. I decided to combine the two and make a career out of them. I started in the financial services industry as a summer intern with an Edward Jones financial advisor while I was in college. After graduating from Lawrence University with a degree in economics, I was fortunate enough to participate in a seven month financial advisor career development program prior to assuming control of an Edward Jones branch office in Wisconsin. After several years of providing human-centered complete wealth management to hundreds of households, I relocated to the Edward Jones headquarters in St. Louis, MO to become a field supervision director or branch manager. In my current role, I supervise approximately 130 branch offices to ensure that firm policies and regulations are upheld. I enjoy what I do because I play an important role in ensuring that our clients' interests always come first.
...See MoreWork Experience
senior field supervision director at edward jones | branch manager | investments | compliance | financial services
Financial Advisor Intern
Financial Services
Zachary Schubert, AAMS®'s Professional Milestones
- Financial Advisor Intern (2015-06-01~2015-08-01): Assisted clients in achieving their financial goals and gaining valuable experience in financial management.
Education
Certification
Colleagues
Barrett Feltmeier
Senior Digital Product Owner
Erika Gish
Product Owner | Collaborator | Project Management Experience
Scott Bell
Digital Product Owner - Operational Enablement -Custody
Tim McMartin, CFP® CIM® CLU®
Financial Advisor | Retirement Planning | Business Owner Of Examiners | Insurance | Estate Inclusions | Toronto
Sean Hawksford
financial advisor | former small business owner | bought a house with a sign
Other Named Zachary Schubert, AAMS®
Frequently asked questions
We found 1 Zachary Schubert, AAMS®'s email addresses
We found 5 Zachary Schubert, AAMS®'s phone numbers
Zachary Schubert, AAMS®'s social media include: Linkedin,
Zachary Schubert, AAMS® works for Edward Jones
Zachary Schubert, AAMS®'s role in Edward Jones is senior field supervision director at edward jones | branch manager | investments | compliance | financial services
Zachary Schubert, AAMS® works in the industry of Financial Services
Zachary Schubert, AAMS®'s colleagues are Barrett Feltmeier,Erika Gish,Scott Bell
Zachary Schubert, AAMS®'s latest job experience is senior field supervision director at edward jones | branch manager | investments | compliance | financial services at Edward Jones
Zachary Schubert, AAMS®'s latest education in The University of Arizona Global Campus