Jonathan McCarty Email & Phone Number
Senior Financial Advisor @ RIA Advisors
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Jonathan McCarty Location
- Houston, TX, US
Jonathan McCarty Work
- Senior Financial Advisor @ (February 2023 - Present)
- CFA, CFP @ (January 2022 - September 2022)
- Senior Associate @ (October 2018 - January 2022)
- Vice President @ (June 2012 - May 2018)
- Licensed Banker @ (January 2011 - January 2012)
Jonathan McCarty Education
- California State University, Northridge
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 @ California State University, Northridge. 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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