Jonathan Leidy's Location
Larkspur, CA, US
Jonathan Leidy's Work
- Principal @ Portico Wealth Advisors LLC
- Director of Business Development @ Tamalpais Wealth Advisors
- Director of Business Development @ Salient Wealth Management
- Vice President @ Charles Schwab
Jonathan Leidy's Skills
- Wealth Management
- Investment Management
- Retirement Plan Consulting
Jonathan Leidy's Summary
Jonathan Leidy, based in Larkspur, CA, US, is currently a Principal at Portico Wealth Advisors LLC, bringing experience from previous roles at Tamalpais Wealth Advisors, Salient Wealth Management and Charles Schwab. With a robust skill set that includes Wealth Management, Investment Management, Retirement Plan Consulting and more, Jonathan Leidy contributes valuable insights to the industry. Jonathan Leidy has 3 emails on RocketReach.
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