Jonathan Gerrard Email & Phone Number
Associate Wealth Advisor @ HB Wealth
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Jonathan Gerrard Location
- Atlanta, GA, US
Jonathan Gerrard Work
- 2022 -now Associate Wealth Advisor @
- 2018 -2021 Advisor @
- 2013 -2018 Associate Director @
- 2011 -2012 Research Analyst @ Cassidy Turley (Previously Carter & Associates)
- 2011 -2011 Research and Marketing Associate @
- 2008 -2011 Research Associate II @
- 2008 -2008 Intern @ SouthLand Commercial
Jonathan Gerrard Education
- University of Georgia - Terry College of Business
CFP Certification Education Program
2018-2018 - Georgia State University
Master of Science (Real Estate)
2011-2014 - Florida State University
Bachelor of Science (Economics and Political Science)
2004-2008 - Dr. Phillips High School
High School Diploma
2000-2004
Jonathan Gerrard Summary
- Jonathan Gerrard, based in Atlanta, GA, US, is currently a Associate Wealth Advisor at HB Wealth. Jonathan Gerrard brings experience from previous roles at Resource Planning Group, Trimont Real Estate Advisors, Cassidy Turley (Previously Carter & Associates) and Carter. Jonathan Gerrard holds a 2018 - 2018 CFP Certification Education Program @ University of Georgia - Terry College of Business. Jonathan Gerrard has 3 emails and 2 mobile phone numbers on RocketReach.
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