Jonathan Barlow Email & Phone Number
Vice President, External Wholesaler - Institutional Channel @ Financial Independence Group
5 free lookup(s).
Jonathan Barlow Location
- Mobile, AL, US
Jonathan Barlow Work
- 2024 - now Vice President, External Wholesaler - Institutional Channel @
- 2023 - 2024 Business Development Manager @
- 2021 - 2023 Sales Director @
- 2020 - 2021 Managing Director @
- 2018 - 2020 Regional Marketing Director @ Rising Star Distributors
- 2016 - 2018 Senior Vice President @
- 2010 - 2015 Regional Vice President @
- 2010 - 2010 Regional Vice President @
- 2007 - 2010 Divisional Vice President @
- 1999 - 2007 Regional Vice President @
- 1996 - 1999 Vice President @ SouthTrust Securities
- 1993 - 1996 Financial Consultant @
Jonathan Barlow Education
- University of South Alabama
Bachelor of Science (B.S.) (Finance, General)
1985 - 1988 - Washington and Lee University
(Business Administration and Accounting)
1982 - 1984 - UMS Preparatory School
Jonathan Barlow Skills
- Alternative Investments
- Hold Series 7
- Series 65
- Series 26
- Commercial Real Estate
- Real Estate Investment Trust (REIT)
- Delaware Statutory Trusts (DSTs)
- 1031 Exchanges
- BDCs
- strategic planning
- Variable Annuities
- mutual funds
- Sales Management
- Investments
- Finance
- Financial Services
- FINRA
- Portfolio Management
- Retirement Planning
- Wealth Management
- Delaware Statutory Trusts Dsts
- Real Estate Investment Trust Reit
- Microsoft Excel
- Management
- Change Management
- Business Development
- Real Estate Investment Trust
- Delaware Statutory Trusts
Jonathan Barlow Summary
- Jonathan Barlow, based in Mobile, AL, US, is currently a Vice President, External Wholesaler - Institutional Channel at Financial Independence Group. Jonathan Barlow brings experience from previous roles at Level Four Financial, Realto, Inc., S2K and Rising Star Distributors. Jonathan Barlow holds a 1985 - 1988 Bachelor of Science (B.S.) in Finance, General @ University of South Alabama. With a robust skill set that includes Alternative Investments, Hold Series 7, Series 65, Series 26, Commercial Real Estate and more. Jonathan Barlow has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Financial Independence Group Employees
Shawn Sigler
Executive Vice President
Cornelius, NC, US
Josh Martin
Senior Vice President
Cornelius, NC, US
Karl Hoover
Senior VP Sales
Cornelius, NC, US
Tom Lamendola
Chief Marketing Officer
Charlotte, NC, US
David Henry
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Brett Hynes
President of Sales
Davidson, NC, US
Justin Peek
Vice President of Sales - Annuity Division
Huntersville, NC, US
Alecia Barnette
Senior Vice President of Sales - Care Planning Division
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Walker Ham
Senior Vice President
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Ericka Cain
Founder
Cornelius, NC, US
Arron Price
Chief Technology Officer
Cornelius, NC, US
Meredith Dumford
Chief People Officer
Charlotte, NC, US
Brian Heagan
Vice President - Life
Cornelius, NC, US
Logan James
Vice President of Sales - Annuity Division
Charlotte, NC, US
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