Jon Read Email & Phone Number

Partner, Wealth Advisor @ Carson Wealth

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Jon Read Location

Cedar Rapids, IA, US

Jon Read Work

2020 - now Partner, Wealth Advisor @ Carson Wealth
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2014 - 2020 Wealth Management Advisor @ TIAA
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2012 - 2014 Financial Planner @ Waddell & Reed
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2009 - 2013 President of Southwest Toastmasters Lincoln, NE @ Toastmasters International
2009 - 2012 Financial Education Consultant @ Union Bank & Trust
2008 - 2009 Investment Management Assistant @ U.S. Bank
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2006 - 2007 Equipment Specialist @ Wells Fargo Financial Leasing, Inc
2006 - 2006 Account Representative @ Yellowbook USA
2002 - 2006 Operations Specialist @ Pioneer Hi-Bred Int'l

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Jon Read Education

College for Financial Planning
n/a (Financial Planning and Services)
2010 - 2011
Iowa State University
Bachelor of Science (Marketing, Finance)
2000 - 2004
Iowa State University
2000 - 2004

Keir Financial Prep Course

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Jon Read Skills

Investments
Marketing
Relationship Management

Banking
Negotiation
Software Documentation
Finance
Time Management
Fixed Income
Customer Service

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Jon Read Summary

Jon Read, based in Cedar Rapids, IA, US, is currently a Partner, Wealth Advisor at Carson Wealth. Jon Read brings experience from previous roles at TIAA, Waddell & Reed, Toastmasters International and Union Bank & Trust. Jon Read holds a 2010 - 2011 n/a in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Investments, Marketing, Relationship Management, Banking, Negotiation and more. Jon Read has 2 emails and 1 mobile phone numbers on RocketReach.

Jon Read Emails

Found 2 emails

Jon Read Phone Numbers

Found 6 phone numbers

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Top Carson Wealth Employees

Amy Cadwell

Chief Financial Officer at Carson Wealth

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Managing Director, Wealth Advisor at Carson Wealth

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