Jonathan Baltes's Location
Columbia City, IN, US
Jonathan Baltes's Work
- Vice President @ Breyden Products, LLC.
- Financial Advisor @ Merrill Lynch
- Chief Executive Officer @ QPSteno
- Regional Vice President @ Nationwide Financial
- Internal Wholesaler @ Nationwide Financial
- Chief Plan Administrator @ HFG Pension Services
Jonathan Baltes's Education
- Wittenberg University
Bachelor of Arts - BA (Psychology)
1995 - 1999
Jonathan Baltes's Skills
- Retirement Planning
- ERISA
- Retirement
- Investments
- 401k
- Fiduciary
- Series 7
- Series 6
- Series 63
- Series 65
Jonathan Baltes's Summary
Jonathan Baltes, based in Columbia City, IN, US, is currently a Vice President at Breyden Products, LLC., bringing experience from previous roles at Merrill Lynch, QPSteno and Nationwide Financial. Jonathan Baltes holds a 1995 - 1999 Bachelor of Arts - BA in Psychology @ Wittenberg University. With a robust skill set that includes Retirement Planning, ERISA, Retirement, Investments, 401k and more, Jonathan Baltes contributes valuable insights to the industry. Jonathan Baltes has 2 emails and 1 mobile phone number on RocketReach.
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