Jaylen Johnson
@jaylenjohnson
I support retail investors with compliant brokerage, banking, and retirement account guidance.
United StatesWhat I'm looking for
At Vanguard, I serve retail investors as a primary contact for complex account and investment inquiries, transactions, and documentation in a highly regulated environment.
Previously at E*TRADE and Synovus, I supported brokerage and banking clients with investment products, retirement accounts, account servicing, consumer banking products, and daily transactions. I focus on clear communication, accurate guidance, and reliable client experiences while meeting FINRA, SEC, KYC, AML, and BSA standards.
I'm SIE-certified and have completed Series 7 examination preparation covering equities, fixed income, mutual funds, ETFs, municipal securities, options, and portfolio analysis. I'm pursuing a bank-sponsored Series 7 and 66 career path.
Experience
Work history, roles, and key accomplishments
Served as a primary point of contact for Vanguard retail investors, resolving complex account and investment inquiries in a regulated environment. Managed account servicing and documentation in compliance with FINRA, SEC, and internal standards.
Education
Degrees, certifications, and relevant coursework
Year Up United
Certificate, Banking and Financial Support Services
2024 - 2025
Completed the Banking and Financial Support Services program, gaining skills in banking operations and financial services.
South Paulding High School
High School Diploma, General Studies
Earned a High School Diploma, providing a foundation for further professional development.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
Interested in hiring Jaylen?
You can contact Jaylen and 90k+ other talented remote workers on Himalayas.
Message JaylenGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
