John Whitledge Email & Phone Number
Investment Adviser Representative @ Primerica
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John Whitledge Location
- Boca Raton, FL, US
John Whitledge Work
- 2020 -now Investment Adviser Representative @
- 1996 -now President @ JKM Legacy Holdings, Inc.
John Whitledge Education
- Western Michigan University - Haworth College of Business
Master of Business Administration - MBA (Marketing)
1969-1970 - Michigan State University - Eli Broad College of Business
Bachelor of Arts - BA (Economics)
1963-1967
John Whitledge Skills
- Asset Allocation
- Wealth Management
- High Net Worth Individuals
- Financial Advisory
- Due Diligence
- Asset Management
- Securities
- Risk Management
- Mutual Funds
- Investments
- Series 7
- Hedge Funds
- Investment Management
- Portfolio Management
- Equities
- Fixed Income
- Alternative Investments
- Investment Strategies
- Bloomberg
- Investment Advisory
- Equity Research
- Separately Managed Accounts
- Wealth Management Services
- Institutional Investments
- R
- Sales
- Finance
- Strategy
- Financial Services
- Microsoft Excel
- Management
- Services
- CIMA
John Whitledge Summary
- John Whitledge, based in Boca Raton, FL, US, is currently a Investment Adviser Representative at Primerica. John Whitledge brings experience from previous roles at JKM Legacy Holdings, Inc.. John Whitledge holds a 1969 - 1970 Master of Business Administration - MBA in Marketing @ Western Michigan University - Haworth College of Business. With a robust skill set that includes Asset Allocation, Wealth Management, High Net Worth Individuals, Financial Advisory, Due Diligence and more. John Whitledge has 1 emails and 3 mobile phone numbers on RocketReach.
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