Jonathan Jefferson Email & Phone Number
Financial Consultant (Sales) @ Vanguard
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Jonathan Jefferson Location
- Charlotte, NC, US
Jonathan Jefferson Work
- Financial Consultant (Sales) @ (September 2025 - Present)
- Financial Solutions Advisor @ (May 2022 - September 2025)
- Associate Financial Relationship Advisor @ (August 2021 - May 2022)
- Relationship Banker @ (September 2019 - July 2021)
- Financial Services Consultant @ (April 2016 - September 2019)
- Assistant Branch Manager @ (May 2015 - March 2016)
- Sr. Financial Services Representative @ (November 2011 - April 2015)
- Service Technician @ (September 2011 - November 2011)
- Elections Specialist @ Wake County Board of Elections (June 2011 - September 2011)
- Cashier @ (December 2010 - June 2011)
Jonathan Jefferson Education
- Wake Forest University Charlotte Center
Master of Business Administration - MBA (Finance)
2020-2022 - University of North Carolina at Charlotte
Bachelor of Science (BS) (Finance)
2006-2010
Jonathan Jefferson Summary
- Jonathan Jefferson, based in Charlotte, NC, US, is currently a Financial Consultant (Sales) at Vanguard. Jonathan Jefferson brings experience from previous roles at Bank of America Merrill Lynch, WELLS FARGO CLEARING SERVICES, LLC, Wells Fargo and TIAA. Jonathan Jefferson holds a 2020 - 2022 Master of Business Administration - MBA in Finance @ Wake Forest University Charlotte Center. Jonathan Jefferson has 1 emails and 2 mobile phone numbers on RocketReach.
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