Jonathan Lawton Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ Practitioner @ OpenAir Advisers
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Jonathan Lawton Location
- Dallas, TX, US
Jonathan Lawton Work
- CERTIFIED FINANCIAL PLANNER™ Practitioner @ (May 2019 - Present)
Jonathan Lawton Education
- Southern Methodist University
CPFP (Certificate Program in Financial Planning)
2009-2010 - Baylor University - Hankamer School of Business
Business Administration (Marketing)
1999-2003 - Duncanville High School
High School Diploma
1997-1999
Jonathan Lawton Skills
- Banking
- Management
- Retail Banking
- CRM
- Mutual Funds
- Leadership
- Finance
- Wealth Management
- Recruiting
- Commercial Banking
- Relationship Management
- Credit
- Financial Services
- Loans
- Retirement Planning
- Investments
- Fixed Annuities
- Variable Annuities
- Indexed Annuities
- Retirement
- Retirement Plan Consulting
Jonathan Lawton Summary
- Jonathan Lawton, based in Dallas, TX, US, is currently a CERTIFIED FINANCIAL PLANNER™ Practitioner at OpenAir Advisers. Jonathan Lawton holds a 2009 - 2010 CPFP in Certificate Program in Financial Planning @ Southern Methodist University. With a robust skill set that includes Banking, Management, Retail Banking, CRM, Mutual Funds and more. Jonathan Lawton has 2 emails and 1 mobile phone numbers on RocketReach.
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