Jonathan Brown Email & Phone Number
Partner, Wealth Advisor, and CERTIFIED FINANCIAL PLANNER™ “Practitioner” @ Cornerstone Wealth Group, LLC
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Jonathan Brown Location
- Greenville, SC, US
Jonathan Brown Work
- Partner, Wealth Advisor, and CERTIFIED FINANCIAL PLANNER™ “Practitioner” @ (July 2009 - Present)
- High Net Worth Client Relations Associate @ (January 2005 - January 2009)
Jonathan Brown Education
- Ohio University
Bachelors (Business Administration & Finance)
2001-2005
Jonathan Brown Skills
- Customer Service
- FINRA
- Finance
- Financial Advisory
- Investments
- Leadership
- Portfolio Management
- Securities
- Series 65
- Wealth Management
- Strategic Financial Planning
- Retirement
Jonathan Brown Summary
- Jonathan Brown, based in Greenville, SC, US, is currently a Partner, Wealth Advisor, and CERTIFIED FINANCIAL PLANNER™ “Practitioner” at Cornerstone Wealth Group, LLC. Jonathan Brown brings experience from previous roles at Vanguard. Jonathan Brown holds a 2001 - 2005 Bachelors in Business Administration & Finance @ Ohio University. With a robust skill set that includes Customer Service, FINRA, Finance, Financial Advisory, Investments and more. Jonathan Brown has 2 mobile phone numbers on RocketReach.
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