Jonathan Ferrer Email & Phone Number
Sr. Regional Supervisory Principal @ LPL Financial
5 free lookup(s).
Jonathan Ferrer Location
- Carlsbad, CA, US
Jonathan Ferrer Work
- 2022 - now Sr. Regional Supervisory Principal @
- 2020 - 2022 Operations Manager @
- 2014 - 2020 Supervisory Principal @ Lucia Securities, LLC
- 2013 - 2014 Compliance Advisor @
- 2012 - 2013 Licensing and Registration @ Financial Advisers of America, LLC
Jonathan Ferrer Education
- California State University-Bakersfield
Bachelor's degree (Business Administration, Finance)
2007 - 2011
Jonathan Ferrer Skills
- Leadership
- Uniform Combined State Law
- Program Management
- Uniform Combined State
- Marketing
- Sales
- Microsoft Excel
- Risk Management
- OFAC
- Series 24
- Customer Service
- Financial Services
- Licensing
- AML
- Series 7
Jonathan Ferrer Summary
- Jonathan Ferrer, based in Carlsbad, CA, US, is currently a Sr. Regional Supervisory Principal at LPL Financial. Jonathan Ferrer brings experience from previous roles at Lucia Capital Group, Lucia Securities, LLC, J.W. Cole Financial, Inc. and Financial Advisers of America, LLC. Jonathan Ferrer holds a 2007 - 2011 Bachelor's degree in Business Administration, Finance @ California State University-Bakersfield. With a robust skill set that includes Leadership, Uniform Combined State Law, Program Management, Uniform Combined State, Marketing and more. Jonathan Ferrer has 1 emails and 1 mobile phone numbers on RocketReach.
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