Jon Wax Email & Phone Number
President and Chief Executive Officer @ Waller & Wax Advisors Inc.
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Jon Wax Location
- Tampa, FL, US
Jon Wax Work
- 2002 -now President and Chief Executive Officer @
- 1996 -2002 Financial Advisor @
Jon Wax Education
- CERTIFIED FINANCIAL PLANNER™
CFP (Financial Planning)
2000-2001 - Tulane University - A.B. Freeman School of Business
BSM (Marketing)
1990-1994 - Boca Ciega
Jon Wax Skills
- Series 7
- FINRA
- Finance
- Estate Planning
- Investment Advisory
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- Retirement
- Investments
- Alternative Investments
- Fixed Annuities
- Investment Strategies
- Wealth Management Services
- Series 63
- Financial Planners
- Asset Management
- Series 65
- 401k
- Wealth
- Small Business
- ETFs
- Series 24
- Uniform Combined State Law
- Financial Analysis
- Equities
- Options
- Risk Management
- Credit
- Disability Insurance
- Mergers & Acquisitions
- Investment Management
- Personal Finance
- Insurance
- Financial Services
- Portfolio Management
- Banking
- Certified Financial Planner
- 401k Rollovers
- Long-term Care
- IRAs
- Private Equity
- Life Insurance
- Team Building
- Customer Service
- Long Term Care
- Management
- Business Strategy
- Mergers and Acquisitions
- 401k Education
Jon Wax Summary
- Jon Wax, based in Tampa, FL, US, is currently a President and Chief Executive Officer at Waller & Wax Advisors Inc.. Jon Wax brings experience from previous roles at Raymond James & Associates. Jon Wax holds a 2000 - 2001 CFP in Financial Planning @ CERTIFIED FINANCIAL PLANNER™. With a robust skill set that includes Series 7, FINRA, Finance, Estate Planning, Investment Advisory and more. Jon Wax has 3 emails and 2 mobile phone numbers on RocketReach.
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