Jason Wendt Email & Phone Number
Wealth Advisor, Author, Owner
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jason Wendt Location
- Chicago, IL, US
Jason Wendt Work
- Wealth Advisor, Author, Owner @ Beyond The Numbers Book (May 2022 - Present)
- Senior Financial Consultant @ (January 2020 - May 2022)
- Financial Consultant @ (January 2016 - May 2022)
- Private Wealth Manager @ (January 2014 - January 2016)
- Portfolio Manager @ (January 2012 - January 2014)
- Financial Advisor @ (January 2011 - January 2012)
- Ski Instructor @ (January 2009 - January 2010)
Jason Wendt Education
- American University in Dubai
(International Business & Arabic)
- Carthage College
Bachelor of Arts (B.A.) (Physics, Business Administration, Entrepreneurial Studies of the Natural Sciences)
Jason Wendt Skills
- Microsoft Office
- Portfolio Management
- Social Media
- Banking
- Research
- Strategic Planning
- Strategy
- Ski Instruction
- Retirement Planning
- Critical Illness
- Business Planning
- CRM
- Outdoor Education
Jason Wendt Summary
- Jason Wendt, based in Chicago, IL, US, is currently a Wealth Advisor, Author, Owner at Beyond The Numbers Book. Jason Wendt brings experience from previous roles at E*TRADE, UPSTREAM Investment Partners, LLC and Bank of America U.S. Trust. Jason Wendt holds a American University in Dubai. With a robust skill set that includes Microsoft Office, Portfolio Management, Social Media, Banking, Research and more. Jason Wendt has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jason Wendt?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co