Jonas Roos Email & Phone Number
Investment Advisor and Dallas Office Lead @ Capital Investment Advisors
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Jonas Roos Location
- Dallas, TX, US
Jonas Roos Work
- Investment Advisor and Dallas Office Lead @ (January 2024 - Present)
- Senior Manager and Sales Manager @ (August 2012 - December 2023)
- Client Outreach Team Leader and Registered Investment Advisor @ (January 2010 - August 2012)
- Client Outreach Representative @ (October 2007 - January 2010)
- Customer Service Representative @ (January 2006 - October 2007)
Jonas Roos Education
- Baylor University - Hankamer School of Business
BBA (Financial Services & Planning)
2001-2005
Jonas Roos Skills
- Mutual Funds
- IRAs
- Financial Services
- Investments
- Strategic Financial Planning
- Employee Benefits
- Microsoft Excel
- Microsoft Office
- Customer Service
- PowerPoint
- Retirement
- 401k
- Pensions
- Wealth Management
- Financial Advisory
- Personal Financial Planning
- Financial Planning
- Process Improvement
Jonas Roos Summary
- Jonas Roos, based in Dallas, TX, US, is currently a Investment Advisor and Dallas Office Lead at Capital Investment Advisors. Jonas Roos brings experience from previous roles at GuideStone Financial Resources. Jonas Roos holds a 2001 - 2005 BBA in Financial Services & Planning @ Baylor University - Hankamer School of Business. With a robust skill set that includes Mutual Funds, IRAs, Financial Services, Investments, Strategic Financial Planning and more. Jonas Roos has 2 emails and 2 mobile phone numbers on RocketReach.
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