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
- 2009 -now Partner, Wealth Advisor, and CERTIFIED FINANCIAL PLANNER™ “Practitioner” @
- 2005 -2009 High Net Worth Client Relations Associate @
Jonathan Brown Education
- Ohio University
Bachelors (Business Administration & Finance)
2001-2005
Jonathan Brown Skills
- Leadership
- Wealth Management
- FINRA
- Financial Advisory
- Portfolio Management
- Strategic Financial Planning
- Investments
- Finance
- Retirement
- Series 65
- Customer Service
- Securities
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 Leadership, Wealth Management, FINRA, Financial Advisory, Portfolio Management and more.
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