2023 -now President, CEO @ JW Wealth Management LLC
2017 -now Financial Advisor @
2007 -2017 Financial Advisor @
2002 -2015 Lacrosse Coach @
2004 -2007 Personal Banker @
2003 -2004 Teller @
Jonathan Aams Education
NTSA
Certified Retirement Education Specialist - CRES
2019-2019
Institute of Business & Finance
Certified Funds Specialist--CFS
2010-2010
Hofstra University
BBA (Finance/International Business)
2000-2004
Trinity-Pawling School
High School (10-12)
1997-2000
Indian Mountain School
High School (7-9)
1994-1997
Center for Fiduciary Studies 2021
College for Financial Planning 2025
Jonathan Aams Summary
Jonathan Aams, based in Canonsburg, PA, US, is currently a President, CEO at JW Wealth Management LLC. Jonathan Aams brings experience from previous roles at Lincoln Investment, Voya Financial, Hofstra University and Citi. Jonathan Aams holds a 2019 - 2019 Certified Retirement Education Specialist - CRES @ NTSA. Jonathan Aams has 1 emails on RocketReach.
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