Jonathan Andre Email & Phone Number
Partner, Wealth Advisor @ Carson Wealth
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Jonathan Andre Location
- Cincinnati, OH, US
Jonathan Andre Work
- Partner, Wealth Advisor @ (November 2025 - Present)
- Wealth Advisor and Portfolio Manager, Principal @ (May 2002 - November 2025)
Jonathan Andre Education
- Xavier University
Executive Certificate in Financial Planning (Financial Planning and Services)
2006-2007 - Xavier University - Williams College of Business
BSBA (Finance)
2000-2004
Jonathan Andre Skills
- Asset Managment
- Estate Planning
- Executive Compensation Planning
- Financial Advisory
- Financial Analysis
- Financial Planners
- Investment Advisory
- Investments
- Personal Finance
- Portfolio Management
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
Jonathan Andre Summary
- Jonathan Andre, based in Cincinnati, OH, US, is currently a Partner, Wealth Advisor at Carson Wealth. Jonathan Andre brings experience from previous roles at Total Wealth Planning, LLC. Jonathan Andre holds a 2006 - 2007 Executive Certificate in Financial Planning in Financial Planning and Services @ Xavier University. With a robust skill set that includes Asset Managment, Estate Planning, Executive Compensation Planning, Financial Advisory, Financial Analysis and more. Jonathan Andre has 1 emails and 1 mobile phone numbers on RocketReach.
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