Erik Bjorvik Email & Phone Number
Chief Investment Officer and Sr Vice President - JKJ Financial Services @ Johnson Kendall Johnson
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Erik Bjorvik Location
- Portland, OR, US
Erik Bjorvik Work
- Chief Investment Officer and Sr Vice President - JKJ Financial Services @ (May 2024 - Present)
- President, M Financial Asset Management (M Wealth) @ (May 2022 - April 2024)
- Vice President, M Financial Group @ (August 2005 - April 2024)
- President, M Financial Investment Advisers and M Fund @ (May 2022 - October 2023)
- Vice President @ (April 2002 - August 2005)
- Vice President @ (September 1992 - February 2002)
Erik Bjorvik Education
- University of Oregon 1988-1992
Erik Bjorvik Skills
- Investment Management
- Client Relations
- Business Development
- Operations Management
- Thought Leadership
- Relationship Management
- Project Management
- Wealth
- Wealth Management Services
- Mutual Funds
- Program Management
- Estate Planning
- Strategic Financial Planning
- Strategic Communications
- FINRA
- Retirement Planning
- Investments
- 401k
- Investment Advisory
- Retirement
- Wealth Management
- Series 63
- Microsoft Excel
- Securities
- Marketing
- Crest
- Series 7
Erik Bjorvik Summary
- Erik Bjorvik, based in Portland, OR, US, is currently a Chief Investment Officer and Sr Vice President - JKJ Financial Services at Johnson Kendall Johnson. Erik Bjorvik brings experience from previous roles at M Financial Group and US Bank. Erik Bjorvik holds a 1988 - 1992 University of Oregon. With a robust skill set that includes Investment Management, Client Relations, Business Development, Operations Management, Thought Leadership and more. Erik Bjorvik has 3 emails and 1 mobile phone numbers on RocketReach.
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