Jon Helm Email & Phone Number
Senior Wealth Advisor @ Raymond James Ltd.
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Jon Helm Location
- Victoria, BC, CA
Jon Helm Work
- Senior Wealth Advisor @ (November 2022 - Present)
- Host @ Wealth Connection Podcast (June 2023 - January 2026)
- Advisor @ (November 2018 - October 2022)
- Owner @ J.W. Helm Financial Services Ltd. (November 2018 - October 2022)
- Director of Wealth Sales @ (August 2015 - November 2018)
- Vice President, Senior Advisor Consultant @ (November 2013 - August 2015)
- Senior Advisor Consultant @ (February 2013 - November 2013)
- Regional Sales Manager @ (April 2011 - February 2013)
- Director @ (September 2011 - August 2012)
- Investment and Retirement Planner @ (May 2010 - April 2011)
- Financial Planner @ (June 2008 - May 2010)
- Director @ Regina Warehouse Business Improvement District (January 2009 - May 2010)
- Investment Advisor @ (June 2007 - June 2008)
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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