Jon Chambers Email & Phone Number
Managing Director @ SageView Advisory Group
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Jon Chambers Location
- North Bend, WA, US
Jon Chambers Work
- 2014 -now Managing Director @
- 1995 -2014 Principal @ Schultz Collins Lawson Chambers, Inc.
- 1985 -1995 Senior Consultant @
Jon Chambers Education
- University of California, Berkeley
Bachelor of Arts (Economics)
1981-1985
Jon Chambers Skills
- ERISA
- Investments
- Retirement Planning
- Retirement Plan Consulting
- 401k
- Retirement
- Asset Management
- Profit Sharing
- Pensions
- Employee Benefits
- Defined Benefit
- Pension Funds
- Investment Advisory
- Finance
- Risk Management
- Series 7
- Mutual Funds
- Investment Policy
- Qualified Retirement Plans
- Defined Contribution
- Asset Allocation
- Investment Strategies
- Wealth Management
- Fiduciary
- Series 63
- Investment Management
- Alternative Investments
- Financial Advisory
- ETFs
- Series 24
- Securities
- Pension Administration
- Plan Administration
- Qualified Retirement
- Microsoft Office
- Microsoft Excel
- Marketing Strategy
- Retirement Plan
Jon Chambers Summary
- Jon Chambers, based in North Bend, WA, US, is currently a Managing Director at SageView Advisory Group. Jon Chambers brings experience from previous roles at 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 ERISA, Investments, Retirement Planning, Retirement Plan Consulting, 401k and more. Jon Chambers has 2 emails and 1 mobile phone numbers on RocketReach.
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