Jonathan Murphy Email & Phone Number
Managing Partner, Private Wealth Advisor @ Cambridge Investment Research, Inc.
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Jonathan Murphy Location
- San Diego, CA, US
Jonathan Murphy Work
- 2025 -now Managing Partner, Private Wealth Advisor @
- 2024 -2025 Private Wealth Advisor @
- 2022 -2024 Private Wealth Advisor @
- 2011 -2022 Private Wealth Advisor and Director of Financial Planning @
- 2006 -2006 Senior Experience Project @ CSUSM
Jonathan Murphy Education
- San Diego State University-California State University
Executive Financial & Tax Planning (Capital Market Investments, Tax, Insurance & Estate Planning)
2014-2014 - CSUSM College of Business
Business Administration (Finance)
2003-2006 - Auburn Senior High School 1996-1999
- CSUSM College of Business
CFP® (Finance and Financial Management Services)
Jonathan Murphy Skills
- Leadership
- User Experience
- Business Analysis
- Young Professionals
- Strategy
- Wealth Management
- SAN
- Estate Planning
- Sales Finance
- Volunteering
- Certified Financial Planner
- Long Term Care
- Disability Insurance
- Life Insurance
Jonathan Murphy Summary
- Jonathan Murphy, based in San Diego, CA, US, is currently a Managing Partner, Private Wealth Advisor at Cambridge Investment Research, Inc.. Jonathan Murphy brings experience from previous roles at Northwestern Mutual, Ashline Financial Wealth Management and Insurance Solutions and CSUSM. Jonathan Murphy holds a 2014 - 2014 Executive Financial & Tax Planning in Capital Market Investments, Tax, Insurance & Estate Planning @ San Diego State University-California State University. With a robust skill set that includes Leadership, User Experience, Business Analysis, Young Professionals, Strategy and more. Jonathan Murphy has 1 emails on RocketReach.
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