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UK

Jo Jehan

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Stockbroker

My previous career highlights include working as Head of Banking Operations and then Head of Client Tax Reporting at Butterfield Bank, before I moved to Ravenscroft in 2017 where I established a new client tax reporting team. It was there that I discovered the exciting world of securities and investments, and I began studying for the CISI Investment Operations Certificate followed by the CISI Investment Advice Diploma - despite being at a later stage of life and trying to fit study time in around a full-time job and three children.

I trained as a stockbroker and went on to pass my exams which enabled me to become a qualified investment advisor. After almost three years with the Ravenscroft stockbroking team I moved to CGWM in 2022, hoping to broaden my knowledge and push myself further with a new challenge in a profession that I'm very passionate about. As part of the team, I give investment advice to high-net-worth individuals and intermediaries, and trade various financial instruments for our execution-only clients.

Location: Guernsey

A bit about me:

Family time is important to me and we're a sporty bunch, so if I'm not playing sport myself, I will most likely be watching one of them taking part. In my free time I love to cook and spend time outdoors, and I try to travel as much as I can.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do means a passion, willingness and drive to help others, whilst having the ability to navigate any obstacles along the way, with minimal fuss. It's a mindset that I aspire to achieve, both in my personal life and at work. I believe you can accomplish anything if you put your mind to it.

Contact:

0 1481 726511
View Jo Jehan's profile on LinkedIn

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.