Jonathan Moyer Email & Phone Number
Senior Wealth Advisor @ Carson Wealth
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Jonathan Moyer Location
- Telford, PA, US
Jonathan Moyer Work
- Senior Wealth Advisor @ (June 2016 - Present)
- Personal Financial Associate @ (October 2014 - May 2015)
- Financial Advisor @ Aviso Financial, LLC (January 2015 - January 2015)
- Financial Specialist II @ (January 2013 - October 2014)
- Financial Advisor @ (July 2011 - January 2013)
Jonathan Moyer Education
- UC Irvine
FPA Residency Program
2008-2008 - College for Financial Planning
CFP Certification Professional Education Program
1996-2004 - University of Pittsburgh
Center for Fiduciary Studies Accredited Investment Fiduciary(TM) Program
2002-2002 - Duke University
Master's (Forestry, Resource Ecology)
1986-1988 - Bridgewater College
B.S. (Biology)
1982-1986 - Pennridge High School 1979-1982
Jonathan Moyer Skills
- 401k
- Asset Allocation
- Asset Management
- Certified Financial Planner
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Personal Finance
- Personal Financial Planning
- Portfolio Management
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Series 7
- Small Business
- Strategic Financial Planning
- Wealth
- Wealth Management
- Certified Financial
- Personal Financial
- Strategic Financial
Jonathan Moyer Summary
- Jonathan Moyer, based in Telford, PA, US, is currently a Senior Wealth Advisor at Carson Wealth. Jonathan Moyer brings experience from previous roles at First Niagara Bank, Aviso Financial, LLC, PNC Investments and VALIC. Jonathan Moyer holds a 2008 - 2008 FPA Residency Program @ UC Irvine. With a robust skill set that includes 401k, Asset Allocation, Asset Management, Certified Financial Planner, Estate Planning and more. Jonathan Moyer has 2 emails and 1 mobile phone numbers on RocketReach.
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