Jonathan la Mar Email & Phone Number
Vice President, Wealth Advisor @ William Blair
5 free lookup(s).
Jonathan la Mar Location
- Chicago, IL, US
Jonathan la Mar Work
- 2024 -now Vice President, Wealth Advisor @
- 2016 -2024 Director - Middle Office @
- 2015 -2016 Director, Transitions and Onboarding @
- 2012 -2015 Director, Client Reporting and Billing @
- 2011 -2012 Manager, Client Reporting @
- 2006 -2011 Registered Associate @
- 2005 -2008 Customer Sales Representative @ AT&T Wireless (Mobile Tel)
- 2006 -2006 Financial Representative @ Northwestern Mutual Financial Network
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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Others Named Jonathan la Mar
Jonathan la Mar
Vice President, Wealth Advisor
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