Jon Andrew Email & Phone Number
Owner | Financial Advisor @ Heights Wealth Management
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Jon Andrew Location
- Peoria, IL, US
Jon Andrew Work
- Owner | Financial Advisor @ (October 2021 - Present)
- Financial Advisor and Partner @ (October 2016 - October 2021)
- Financial Advisor @ (September 2014 - October 2016)
- Financial Advisor @ (April 2012 - September 2014)
- Medical Device Sales @ (October 2009 - March 2012)
Jon Andrew Education
- Illinois State University
Bachelor's (Business Administration, Small Business Management (Entrepreneurship))
2006-2008 - Illinois Central College
Associate's (Business Administration)
2004-2006
Jon Andrew Skills
- Customer Service
- Microsoft Office
- Sales
- Leadership
- Management
- Microsoft Excel
- Public Speaking
- Social Media
- Team Building
- Time Management
- Investments
- Financial Planning
- Stocks
- Bonds
- Mutual Funds
- Retirement Planning
- 401k Rollovers
- College Planning
- Life Insurance
- Long Term Care
- Annuities
- Company Retirement Plans
Jon Andrew Summary
- Jon Andrew, based in Peoria, IL, US, is currently a Owner | Financial Advisor at Heights Wealth Management. Jon Andrew brings experience from previous roles at Churchill Wealth Management, Morgan Stanley, Edward Jones and Arthrex. Jon Andrew holds a 2006 - 2008 Bachelor's in Business Administration, Small Business Management (Entrepreneurship) @ Illinois State University. With a robust skill set that includes Customer Service, Microsoft Office, Sales, Leadership, Management and more. Jon Andrew has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Heights Wealth Management Employees
Jon Andrew
Owner | Financial Advisor
Peoria, IL, US
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