Jason Ruel, MBA, CFP®

Managing Partner, Wealth Advisor at Northeast Investment Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Dec, 2022
    - Oct, 2024

Experience

  • Northeast Investment Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner, Wealth Advisor
      • Jun 2022 - Present
  • Citizens Securities, Inc.
    • Financial Services
    • 200 - 300 Employee
    • Financial Advisor, Assistant Vice President
      • Jul 2014 - Jun 2022
  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Mar 2012 - Jul 2014

      As a Merrill Lynch Financial Advisor, I take the time to develop a thorough understanding of who you are, how you think and what matters most to you. It's a relationship that combines financial experience with intimate knowledge of your priorities to plan, protect and help fulfill your vision of the future. Note: Please do not communicate business related matters via LInkedIn. As a Merrill Lynch Financial Advisor, I take the time to develop a thorough understanding of who you are, how you think and what matters most to you. It's a relationship that combines financial experience with intimate knowledge of your priorities to plan, protect and help fulfill your vision of the future. Note: Please do not communicate business related matters via LInkedIn.

  • Morgan Stanley Wealth Management
    • Financial Services
    • 200 - 300 Employee
    • Financial Advisor
      • Jul 2010 - Apr 2012

      Acted as a personal advocate—gaining an understanding of my client's needs and advised them on selecting the right capabilities from our company to meet them, Acted as a personal advocate—gaining an understanding of my client's needs and advised them on selecting the right capabilities from our company to meet them,

  • Microsoft
    • United States
    • Software Development
    • 200 - 300 Employee
    • Sr. Consultant
      • 2007 - 2009
  • Honeywell
    • Software Development
    • 1 - 100 Employee
    • Engineering Finance
      • May 2005 - Sep 2007
  • Daimler AG
    • Germany
    • Automotive
    • 700 & Above Employee
    • Computer Engineer
      • Apr 2001 - Oct 2001

      R&D at Daimler headquarters researching automated pedistrian recognition system for EU prototype. R&D at Daimler headquarters researching automated pedistrian recognition system for EU prototype.

  • Tallan
    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Computer Consultant
      • May 1999 - May 2001

Education

  • University of Washington
    MBA
    2003 - 2005
  • Boston University
    MS, Computer Science
    2001 - 2003
  • Boston College
    BA, Computer Science, Economics
    1995 - 1999

Community

You need to have a working account to view this content. Click here to join now