Jon Lindenberg Email & Phone Number
Managing Partner @ Summit Wealth Management
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Jon Lindenberg Location
- Washington, DC, US
Jon Lindenberg Work
- 2025 -now Managing Partner @
- 2018 -2025 Managing Director - Investment Officer, PIM Portfolio Manager, Financial Advisor @ Lindenberg Wealth Management Group of Wells Fargo Advisors
- 2014 -2017 Managing Director - Investment Officer, PIM Portfolio Manager, Financial Advisor @ Cohan-Lindenberg Wealth Management Group of Wells Fargo Advisors
- 2008 -2014 Senior Vice President-Investments, PIM Portfolio Manager @ Cohan-Lindenberg Wealth Management Group of Wells Fargo Advisors
- 2004 -2008 Vice President-Investments, Portfolio Manager @
- 2000 -2004 Financial Advisor and PIMPortfolio Manager @
Jon Lindenberg Education
- Skidmore College
Bachelor of Arts (Government)
1985-1989 - Georgetown University
(Economics and Politics)
1987-1987
Jon Lindenberg Skills
- 401k Rollovers
- Investments
- Deferred Compensation Plans
- Fixed Income Strategies
- Investment Planning
- Financial Services
- Securities
- Microsoft Excel
- Tax Efficient Strategies
- Estate Investment Planning
- Retirement Planning
- Retirement Plan Consulting
- Sales
- Business Owner Planning
- Asset Allocation
- 401k Planning
- Financial Advisory
- Credit
- Chartered Financial Analyst
- Investment Strategies
- 401 Planning
Jon Lindenberg Summary
- Jon Lindenberg, based in Washington, DC, US, is currently a Managing Partner at Shore to Summit Wealth Management, LLC. Jon Lindenberg brings experience from previous roles at Lindenberg Wealth Management Group of Wells Fargo Advisors, Cohan-Lindenberg Wealth Management Group of Wells Fargo Advisors and Wachovia Securities Financial Network. Jon Lindenberg holds a 1985 - 1989 Bachelor of Arts in Government @ Skidmore College. With a robust skill set that includes 401k Rollovers, Investments, Deferred Compensation Plans, Fixed Income Strategies, Investment Planning and more. Jon Lindenberg has 1 emails and 1 mobile phone numbers on RocketReach.
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