Jonathan Bever Email & Phone Number
Managing Director
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Jonathan Bever Location
- Bellevue, WA, US
Jonathan Bever Work
- Managing Director @ Bellevue Wealth Advisors, LLC. (January 2026 - Present)
- Director- Investments @ (September 2017 - January 2026)
- Director- Investments @ (August 2012 - September 2017)
- Vice President - Investments @ (August 2006 - August 2012)
- Financial Advisor @ (December 2002 - August 2006)
- Financial Advisor @ (August 1997 - November 2002)
Jonathan Bever Education
- St. John's College (NM)
Master of Arts (MA) (Liberal Arts and Sciences/Liberal Studies)
1990-1995 - Northwest Nazarene University
Philosophy (Philosophy)
1985-1990
Jonathan Bever Skills
- Wealth Management Services
- Wealth-Preservation Strategies
- Stock Due Diligence
- Risk Management Strategies
- Retirement-Plan Consulting
- Retirement
- Multigenerational Wealth Transfer Strategies
- Investment Strategies
- Insurance
- Fixed Income Strategies
- Financial Advisory
- Estate Investment Strategies
- 401(k) Rollovers
- Asset Allocation
- Business-Succession Strategies
- Investments
- Financial Reporting
- Business Succession Strategies
- Financial Services
- Wealth Preservation Strategies
- Customer Service
- Strategy
- 401k Rollovers
- Team Building
- Project Management
- Sales
- Retirement Plan Consulting
- Public Speaking
- 401 Rollovers
Jonathan Bever Summary
- Jonathan Bever, based in Bellevue, WA, US, is currently a Managing Director at Bellevue Wealth Advisors, LLC.. Jonathan Bever brings experience from previous roles at Fulcrum Wealth Advisors, Oppenheimer & Co. Inc., UBS Financial Services Inc. and Piper Jaffray. Jonathan Bever holds a 1990 - 1995 Master of Arts (MA) in Liberal Arts and Sciences/Liberal Studies @ St. John's College (NM). With a robust skill set that includes Wealth Management Services, Wealth-Preservation Strategies, Stock Due Diligence, Risk Management Strategies, Retirement-Plan Consulting and more. Jonathan Bever has 2 emails and 2 mobile phone numbers on RocketReach.
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