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 @
- 2014 -2020 Wealth Management Advisor @
- 2012 -2014 Financial Planner @
- 2009 -2013 President of Southwest Toastmasters Lincoln, NE @
- 2009 -2012 Financial Education Consultant @ Union Bank & Trust
- 2008 -2009 Investment Management Assistant @
- 2006 -2007 Equipment Specialist @ Wells Fargo Financial Leasing, Inc
- 2006 -2006 Account Representative @ Yellowbook USA
- 2002 -2006 Operations Specialist @ Pioneer Hi-Bred Int'l
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
Jon Read Skills
- Investments
- Marketing
- Relationship Management
- Banking
- Negotiation
- Software Documentation
- Finance
- Time Management
- Fixed Income
- Customer Service
- Asset Managment
- Equities
- Sales
- Pricing
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 3 mobile phone numbers on RocketReach.
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