Jonathan Donnaway Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ @ Investment Center Advisor Group
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Jonathan Donnaway Location
- Durango, CO, US
Jonathan Donnaway Work
- CERTIFIED FINANCIAL PLANNER™ @ (March 2021 - Present)
- CERTIFIED FINANCIAL PLANNER™ @ (November 2017 - Present)
- CERTIFIED FINANCIAL PLANNER™ @ Investment Centers of (September 2007 - July 2022)
- Board Member @ BBBS (January 2011 - January 2014)
- Health Insurance @ Independent Agent (January 2006 - January 2011)
- Remarketing Manager @ The Associates (January 2000 - January 2002)
Jonathan Donnaway Education
- University of North Texas
BBA (Marketing)
2005-2009
Jonathan Donnaway Skills
- Retirement Planning
- Investment Advisory
- Wealth Management
- Strategic Financial Planning
- Fixed Annuities
- Financial Analysis
- Insurance
- Risk Management
- Strategic Planning
- Sales
- Marketing
- Customer Service
- Relationship Management
- Certified Financial Planner Professional
- Certified Financial Planner
Jonathan Donnaway Summary
- Jonathan Donnaway, based in Durango, CO, US, is currently a CERTIFIED FINANCIAL PLANNER™ at Investment Center Advisor Group. Jonathan Donnaway brings experience from previous roles at LPL Financial, Investment Centers of, BBBS and Independent Agent. Jonathan Donnaway holds a 2005 - 2009 BBA in Marketing @ University of North Texas. With a robust skill set that includes Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial Planning, Fixed Annuities and more. Jonathan Donnaway has 2 emails and 3 mobile phone numbers on RocketReach.
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