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Jonathan Murdock Location
The Woodlands, TX, US
Jonathan Murdock Work
2023 -now Vice President @
2019 -now Financial Advisor @
2019 -2023 Branch Principal @ Coastline Wealth Group
2014 -2019 Financial Advisor @
2012 -2014 Equity Analyst @
2010 -2012 Investment Analyst @
2009 -2010 Investment Department Intern @
2008 -2008 Intern @
Jonathan Murdock Education
Louisiana State University
Master’s Degree (Finance)
2009-2010
Jonathan Murdock Skills
Financial Planning
Asset Management
Tax Planning
Portfolio Management
Retirement Planning
Jonathan Murdock Summary
Jonathan Murdock, based in The Woodlands, TX, US, is currently a Vice President at Woodforest Wealth. Jonathan Murdock brings experience from previous roles at Raymond James, Coastline Wealth Group, Edward Jones and Capital One. Jonathan Murdock holds a 2009 - 2010 Master’s Degree in Finance @ Louisiana State University. With a robust skill set that includes Financial Planning, Asset Management, Tax Planning, Portfolio Management, Retirement Planning and more. Jonathan Murdock has 2 emails and 1 mobile phone numbers on RocketReach.
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