Jonathan McCarty Email & Phone Number
Senior Financial Advisor @ RIA Advisors
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Jonathan McCarty Location
- Houston, TX, US
Jonathan McCarty Work
- 2023 -now Senior Financial Advisor @
- 2022 -2022 CFA, CFP @
- 2018 -2022 Senior Associate @
- 2012 -2018 Vice President @
- 2011 -2012 Licensed Banker @
Jonathan McCarty Education
- CSUN
Bachelor of Science (B.S.) (Business Administration and Management, General)
Jonathan McCarty Skills
- Financial Analysis
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Uniform Combined State Law
- Series 7
- Loans
- Health Insurance
- Retirement
- Finance
- Credit
- Mortgage Lending
- Investments
- Leadership
- Public Speaking
- Social Networking
- Microsoft Excel
- Financial Planning
- Asset Management
Jonathan McCarty Summary
- Jonathan McCarty, based in Houston, TX, US, is currently a Senior Financial Advisor at RIA Advisors. Jonathan McCarty brings experience from previous roles at FCA Corp, J.P. Morgan, Merrill Lynch and JPMorgan Chase. Jonathan McCarty holds a Bachelor of Science (B.S.) in Business Administration and Management, General @ CSUN. With a robust skill set that includes Financial Analysis, Wealth Management, Retirement Planning, Strategic Financial Planning, Uniform Combined State Law and more. Jonathan McCarty has 2 emails and 1 mobile phone numbers on RocketReach.
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