Jonathan Bowles Email & Phone Number
Senior Wealth Analyst @ Trailhead Planners, LLC
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Jonathan Bowles Location
- Minneapolis, MN, US
Jonathan Bowles Work
- Senior Wealth Analyst @ (January 2026 - Present)
- Wealth Manager @ (November 2018 - January 2026)
- Senior Audit Associate @ (July 2014 - October 2018)
- Sales Agent Intern @ (January 2013 - January 2013)
- Volunteer Emergency Medical Technician @ Berwyn Fire Company (January 2009 - January 2011)
Jonathan Bowles Education
- University of Minnesota - Carlson School of Management
Bachelor of Science (BS) (Accounting and Finance)
2011-2015
Jonathan Bowles Summary
- Jonathan Bowles, based in Minneapolis, MN, US, is currently a Senior Wealth Analyst at Trailhead Planners, LLC. Jonathan Bowles brings experience from previous roles at Accredited Investors Wealth Management®, KPMG, CubeSmart and Berwyn Fire Company. Jonathan Bowles holds a 2011 - 2015 Bachelor of Science (BS) in Accounting and Finance @ University of Minnesota - Carlson School of Management. Jonathan Bowles has 2 emails and 2 mobile phone numbers on RocketReach.
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