Jonathan Lilja Email & Phone Number
Financial Planner @ CCR Wealth Management
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Jonathan Lilja Location
- Rockport, MA, US
Jonathan Lilja Work
- Financial Planner @ (September 2014 - Present)
- Senior Staff Attorney @ (March 2001 - September 2014)
- Associate @ Smith & Brink, PC (April 2000 - February 2001)
- Associate @ Cohan, Rasnick, Myerson, & Marcus, LLP (September 1998 - April 2000)
- Law Clerk @ Hon. Mel L. Greenberg, Massachusetts Appeals Court (September 1997 - August 1998)
Jonathan Lilja Education
- Cannon Financial Institute
(Trust School 1, 2, & 3)
2018-2019 - Western New England University School of Law
Juris Doctor
1994-1997 - Bates College 1990-1994
Jonathan Lilja Skills
- Estate Planning
- Certified Financial Planner
- Certified Financial
- Bar of Commonwealth of Massachusetts
- FINRA
- Courts
- Microsoft Word
- Legal Writing
- Wealth Management
- Series 7 and 66
- Civil Litigation
- Criminal Law
- Investments
- Tax
- Mutual Funds
- Wealth Management Services
- Retirement Planning
- Project Management
- Research
- Financial Services
- Trials
- Microsoft Office
- Investment Advisory
Jonathan Lilja Summary
- Jonathan Lilja, based in Rockport, MA, US, is currently a Financial Planner at CCR Wealth Management. Jonathan Lilja brings experience from previous roles at GW & Wade, LLC, Smith & Brink, PC, Cohan, Rasnick, Myerson, & Marcus, LLP and Hon. Mel L. Greenberg, Massachusetts Appeals Court. Jonathan Lilja holds a 2018 - 2019 Cannon Financial Institute. With a robust skill set that includes Estate Planning, Certified Financial Planner, Certified Financial, Bar of Commonwealth of Massachusetts, FINRA and more. Jonathan Lilja has 1 emails and 1 mobile phone numbers on RocketReach.
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