Jon Helm Email & Phone Number
Senior Wealth Advisor @ Raymond James Ltd.
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Jon Helm Location
- Victoria, BC, CA
Jon Helm Work
- 2022 -now Senior Wealth Advisor @
- 2023 -2026 Host @ Wealth Connection Podcast
- 2018 -2022 Advisor @
- 2018 -2022 Owner @ J.W. Helm Financial Services Ltd.
- 2015 -2018 Director of Wealth Sales @
- 2013 -2015 Vice President, Senior Advisor Consultant @
- 2013 -2013 Senior Advisor Consultant @
- 2011 -2013 Regional Sales Manager @
- 2011 -2012 Director @
- 2010 -2011 Investment and Retirement Planner @
- 2008 -2010 Financial Planner @
- 2009 -2010 Director @ Regina Warehouse Business Improvement District
- 2007 -2008 Investment Advisor @
Jon Helm Education
- University of Regina
Bachelors (Business Administration, Marketing)
2003-2007 - University of Regina
(Economics)
2002-2006 - Canadian Securities Institute
(Financial Management)
Jon Helm Summary
- Jon Helm, based in Victoria, BC, CA, is currently a Senior Wealth Advisor at Raymond James Ltd.. Jon Helm brings experience from previous roles at Wealth Connection Podcast, Sun Life, J.W. Helm Financial Services Ltd. and Sun Life Global Investments. Jon Helm holds a 2003 - 2007 Bachelors in Business Administration, Marketing @ University of Regina. Jon Helm has 3 emails and 1 mobile phone numbers on RocketReach.
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Jon Helm
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