Jonathan Leidy Email & Phone Number

Principal @ Portico Wealth Advisors LLC

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Jonathan Leidy's Location

Larkspur, CA, US

Jonathan Leidy's Work

Principal @ Portico Wealth Advisors LLC
Founder @ 100MARIN
Director of Business Development @ Tamalpais Wealth Advisors

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Director of Business Development @ Private Ocean
Vice President @ Charles Schwab

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Jonathan Leidy's Education

UC Davis
Bachelor of Science (BS) (Managerial Economics)
1993 - 1998
University of Hull
(Economics)
1995 - 1996
Novato High School
1989 - 1993

Jonathan Leidy's Skills

Wealth Management
Investment Management
Retirement Plan Consulting

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Leadership
Management
Microsoft Excel
Retirement Plan
Sales

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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 100MARIN, Tamalpais Wealth Advisors, Private Ocean and Charles Schwab. Jonathan Leidy holds a 1993 - 1998 Bachelor of Science (BS) in Managerial Economics @ UC Davis. With a robust skill set that includes Wealth Management, Investment Management, Retirement Plan Consulting, Leadership, Management and more, Jonathan Leidy contributes valuable insights to the industry. Jonathan Leidy has 2 emails and 1 mobile phone number on RocketReach.

Jonathan Leidy Email Address

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Jonathan Leidy Phone Number

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