Jenna Staton Email & Phone Number
Senior Wealth Advisor, Managing Director @ Wellspring Family Office
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jenna Staton Location
- Cleveland, OH, US
Jenna Staton Work
- Senior Wealth Advisor, Managing Director @ (December 2019 - Present)
- Vice President and Manager @ Hawthorn, PNC Wealth Management (August 2015 - December 2019)
- Tax Manager @ (October 2008 - August 2015)
- Senior Associate @ The Lipson Group, Inc. (July 2003 - October 2008)
- Tax Associate @ Chess Financial Corp (May 2000 - July 2003)
- Sales and Use Tax @ Cole National Corporation (February 1997 - July 2000)
Jenna Staton Education
- David N. Myers University
Bachelor of Science (Accounting)
1998-2002 - Eastlake North High School
College Prep
1986-1989
Jenna Staton Skills
- IRS Enrolled Agent
- Tax
- Estate Planning
- Tax Research
- Tax Preparation
- Financial Planners
- Income Tax
- Strategic Financial Planning
- Corporate Tax
- Tax Returns
- High Net Worth Individuals
- Tax Accounting
- State Tax
- US GAAP
- Small Business
- Account Reconciliation
- Partnership Taxation
- Financial Planning
- Financial Analysis
- CPA
Jenna Staton Summary
- Jenna Staton, based in Cleveland, OH, US, is currently a Senior Wealth Advisor, Managing Director at Wellspring Family Office. Jenna Staton brings experience from previous roles at Hawthorn, PNC Wealth Management, Skoda, Minotti & Co., The Lipson Group, Inc. and Chess Financial Corp. Jenna Staton holds a 1998 - 2002 Bachelor of Science in Accounting @ David N. Myers University. With a robust skill set that includes IRS Enrolled Agent, Tax, Estate Planning, Tax Research, Tax Preparation and more. Jenna Staton has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jenna Staton?
Find contact details for 700 million professionals.
Top Wellspring Family Office Employees
Annmarie Vincent
Human Resources Manager
Cleveland, OH, US
Alex McCarville
Wealth Specialist, Senior Associate
Chicago, IL, US
Laura Capuozzo
Head of Operations, Managing Director
Cleveland, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co