Jonathan Apfs Email
Chartered Financial Planner and Wealth Manager @ Raymond James Investment Services, East Yorkshire
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Jonathan Apfs Location
- Hessle, GB
Jonathan Apfs Work
- 2015 -now Chartered Financial Planner and Wealth Manager @
- 2014 -2015 Trainee Wealth Manager @
Jonathan Apfs Education
- Northumbria University
Bachelor's Degree (Business with Economics)
2010-2013 - Hymers College
A levels
2003-2010
Jonathan Apfs Skills
- Wealth Management
- Portfolio Management
- Investments
- Investment Management
- Personal Pensions
- Self-Invested Personal Pension (SIPP)
- Wealth Management Services
- Investment Strategies
- Wealth Preservation Planning
- Stockbroking
- ISAs
- SIPP
- Investment Portfolio
- Financial Planning
- Financial Advisory
- Wealth
- Retirement Planning
- Investment Advisory
- Asset Allocation
- Equities
- Pensions
- Asset Management
- Relationship Management
- Risk Management
- Fixed Income
- Savings
- Inheritance Tax Planning
- Hospitality
- Marketing
- Banking
- Negotiation
- Financial Services
- Mutual Funds
- Accounting
- Microsoft Excel
- PowerPoint
- Customer Service
- Self Invested Personal Pension Sipp
- Management
- Hospitality Management
- Business Development
- Finance
Jonathan Apfs Summary
- Jonathan Apfs, based in Hessle, GB, is currently a Chartered Financial Planner and Wealth Manager at Raymond James, East Yorkshire. Jonathan Apfs brings experience from previous roles at Raymond James, East Yorkshire. Jonathan Apfs holds a 2010 - 2013 Bachelor's Degree in Business with Economics @ Northumbria University. With a robust skill set that includes Wealth Management, Portfolio Management, Investments, Investment Management, Personal Pensions and more. Jonathan Apfs has 1 emails on RocketReach.
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