Jonathan O. Email & Phone Number

Wealth Advisor, Founding Partner @ Owenby Jones Wealth Management, LLC

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Jonathan O. Location

Alpharetta, GA, US

Jonathan O. Work

2013 - now Wealth Advisor, Founding Partner @ Owenby Jones Wealth Management, LLC
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1998 - 2013 Advisor @ SunTrust Investment Services, Inc.
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Jonathan O. Education

College for Financial Planning
2008 - 2008
University of Georgia - Terry College of Business
BBA (Finance, Economics)
1995 - 1998

Jonathan O. Skills

Investments
Life Insurance
Strategic Financial Planning

Series 7
Wealth Management Services
Comprehensive Wealth Management
Financial Planning

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Jonathan O. Summary

Jonathan O., based in Alpharetta, GA, US, is currently a Wealth Advisor, Founding Partner at Owenby Jones Wealth Management, LLC. Jonathan O. brings experience from previous roles at SunTrust Investment Services. Jonathan O. holds a 2008 - 2008 College for Financial Planning. With a robust skill set that includes Investments, Life Insurance, Strategic Financial Planning, Series 7, Wealth Management Services and more. Jonathan O. has 2 emails and 1 mobile phone numbers on RocketReach.

Jonathan O. Emails

Found 2 emails

Jonathan O. Phone Numbers

Found 6 phone numbers

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Top Owenby Jones Wealth Management, LLC Employees

Jonathan O.

Wealth Advisor, Founding Partner at Owenby Jones Wealth Management, LLC

Alpharetta, GA, US
2
- owenbyjones.com
- yahoo.com
5+
- 404683XXXX
- 678224XXXX
- 678224XXXX
- 678339XXXX
- 678526XXXX
- 866861XXXX
Jeff Jones

Wealth Advisor, Founding Partner at Owenby Jones Wealth Management, LLC

Marietta, GA, US
2
- owenbyjones.com
- gmail.com
1
- 360448XXXX
Tara Shannon

Wealth Plan Services Coordinator at Owenby Jones Wealth Management, LLC

Cumming, GA, US
1
- owenbyjones.com
2
- 404641XXXX
- 912539XXXX
Melissa Kilzer

Senior Client Services Specialist at Owenby Jones Wealth Management, LLC

Marietta, GA, US
1
- owenbyjones.com
3
- 770924XXXX
- 404579XXXX
- 770924XXXX

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