Jonathan la Mar Email & Phone Number
Vice President, Wealth Advisor @ William Blair
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Jonathan la Mar Location
- Chicago, IL, US
Jonathan la Mar Work
- Vice President, Wealth Advisor @ (July 2024 - Present)
- Director - Middle Office @ (January 2016 - August 2024)
- Director, Transitions and Onboarding @ (January 2015 - February 2016)
- Director, Client Reporting and Billing @ (January 2012 - January 2015)
- Manager, Client Reporting @ (December 2011 - January 2012)
- Registered Associate @ (September 2006 - December 2011)
- Customer Sales Representative @ AT&T Wireless (Mobile Tel) (September 2005 - July 2008)
- Financial Representative @ Northwestern Mutual Financial Network (May 2006 - September 2006)
Jonathan la Mar Education
- DePaul University
Bachelor's degree (Finance, General)
2004-2008
Jonathan la Mar Skills
- Financial Planning
- Estate Planning
- Series 7
- CRM
- Customer Service
- Asset Allocation
- Wealth Management
- Alternative Investments
- Series 63
- Finance
- Sales
- Mutual Funds
- Financial Services
- Asset Management
- Teaching
- Strategy
- Editing
- Microsoft Excel
- Nursing
- Public Speaking
Jonathan la Mar Summary
- Jonathan la Mar, based in Chicago, IL, US, is currently a Vice President, Wealth Advisor at William Blair. Jonathan la Mar brings experience from previous roles at William Blair and HighTower. Jonathan la Mar holds a 2004 - 2008 Bachelor's degree in Finance, General @ DePaul University. With a robust skill set that includes Financial Planning, Estate Planning, Series 7, CRM, Customer Service and more. Jonathan la Mar has 2 emails and 1 mobile phone numbers on RocketReach.
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Jonathan la Mar
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