Jonathan Kendall Email & Phone Number
Financial Advisor, Senior Vice President - Wealth Management @ UBS Group AG
Jonathan Kendall Location
Omaha, NE, US
Jonathan Kendall Education
- Dalhousie University
Master of Business Administration (MBA) (Finance, Marketing)
1977 - 1979 - Hartwick College
Bachelor's degree (Economics)
1972 - 1976 - Watertown High
Jonathan Kendall Skills
- Series 7, Wealth Management, Retirement Planning
- Strategic Financial Planning
- Asset Allocation
- Investment Advisory, 401k and Profit Sharing, Financial Planning
- Long Term Care Insurance Planning
- Life Insurance Planning
- Education/529 Planning
- Asset Protection Planning
- Asset Allocation Planning
- Securities Backed Lending Planning
Jonathan Kendall Summary
Jonathan Kendall, based in Omaha, NE, US, is currently a Financial Advisor, Senior Vice President - Wealth Management at UBS Wealth Management. Jonathan Kendall holds a 1977 - 1979 Master of Business Administration (MBA) in Finance, Marketing @ Dalhousie University. With a robust skill set that includes Series 7, Wealth Management, Retirement Planning, Strategic Financial Planning, Asset Allocation, Investment Advisory, 401k and Profit Sharing, Financial Planning, Long Term Care Insurance Planning and more. Jonathan Kendall has 3 emails on RocketReach.
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