Jason McElwee Email & Phone Number
Managing Director Corporate Development, Co-Founder @ Mariner Wealth Advisors
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Jason McElwee Location
- Leawood, KS, US
Jason McElwee Work
- Managing Director Corporate Development, Co-Founder @ (March 2020 - Present)
- Managing Director of National Sales @ (October 2016 - March 2020)
- Managing Director, National Sales @ Montage Investments (January 2013 - September 2016)
- Co-Founder and Partner and Senior Wealth Consultant @ Mariner Wealth Advisors (May 2006 - December 2012)
- Senior Vice President @ (January 1995 - April 2006)
Jason McElwee Education
- Pittsburg State University
Jason McElwee Skills
- Investments
- Portfolio Management
- Due Diligence
- Alternative Investments
- Retirement Planning
- Strategic Financial Planning
- Estate Planning
- Mutual Funds
- Strategic Planning
- Wealth Management
- Asset Allocation
- Series 7
- Strategic Financial
Jason McElwee Summary
- Jason McElwee, based in Leawood, KS, US, is currently a Managing Director Corporate Development, Co-Founder at Mariner Wealth Advisors. Jason McElwee brings experience from previous roles at Tortoise, Montage Investments, Mariner Wealth Advisors and A.G. Edwards. Jason McElwee holds a Pittsburg State University. With a robust skill set that includes Investments, Portfolio Management, Due Diligence, Alternative Investments, Retirement Planning and more. Jason McElwee has 2 emails and 2 mobile phone numbers on RocketReach.
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