Jon Sampson Email & Phone Number
First Vice President–Investments, Senior Financial Advisor, Senior PIM® Portfolio Manager @ Wells Fargo Advisors
5 free lookup(s).
Jon Sampson Location
- Bakersfield, CA, US
Jon Sampson Work
- 2018 - now First Vice President–Investments, Senior Financial Advisor, Senior PIM® Portfolio Manager @
- 2008 - 2018 Financial Advisor @
- 2007 - 2008 I.T. Manager @
- 2003 - 2005 Actor @
Jon Sampson Education
- Columbia Engineering
Certified Portfolio Manager (CPM®), Financial Mathematics, Portfolio Construction and Management
2015 - University of San Diego
M.F.A, Classical Theatre (Classical Theatre)
2003 - 2005 - California State University-Bakersfield
B.A.
1996 - 2001
Jon Sampson Skills
- Retirement Planning
- Financial Advisory
- Investment Strategies
- Financial Planning
- Retirement
- Financial Services
- Active Directory
- Technical Support
Jon Sampson Summary
- Jon Sampson, based in Bakersfield, CA, US, is currently a First Vice President–Investments, Senior Financial Advisor, Senior PIM® Portfolio Manager at Wells Fargo Advisors. Jon Sampson brings experience from previous roles at UBS, Klassen Corporation and The Old Globe. Jon Sampson holds a Certified Portfolio Manager (CPM®), Financial Mathematics, Portfolio Construction and Management @ Columbia Engineering. With a robust skill set that includes Retirement Planning, Financial Advisory, Investment Strategies, Financial Planning, Retirement and more. Jon Sampson has 1 mobile phone numbers on RocketReach.
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