Jon Chambers Email & Phone Number
Managing Director and Partner @ Creative Planning
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Jon Chambers Location
- Kirkland, WA, US
Jon Chambers Work
- Managing Director and Partner @ (August 2026 - Present)
- Managing Director @ (April 2014 - Present)
- Principal @ Schultz Collins Lawson Chambers, Inc. (August 1995 - March 2014)
- Senior Consultant @ (August 1985 - March 1995)
Jon Chambers Education
- University of California, Berkeley
Bachelor of Arts (Economics)
1981-1985
Jon Chambers Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Defined Benefit
- Defined Contribution
- ERISA
- ETFs
- Employee Benefits
- Fiduciary
- Finance
- Financial Advisory
- Investment Advisory
- Investment Management
- Investment Policy
- Investment Strategies
- Investments
- Mutual Funds
- Pension Administration
- Pension Funds
- Pensions
- Plan Administration
- Profit Sharing
- Qualified Retirement Plans
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Risk Management
- Securities
- Series 24
- Series 63
- Series 7
- Wealth Management
- Qualified Retirement
- Microsoft Office
- Microsoft Excel
- Marketing Strategy
- Retirement Plan
Jon Chambers Summary
- Jon Chambers, based in Kirkland, WA, US, is currently a Managing Director and Partner at Creative Planning. Jon Chambers brings experience from previous roles at SageView Advisory Group, Schultz Collins Lawson Chambers, Inc. and Coopers & Lybrand. Jon Chambers holds a 1981 - 1985 Bachelor of Arts in Economics @ University of California, Berkeley. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Defined Benefit and more. Jon Chambers has 3 emails and 1 mobile phone numbers on RocketReach.
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