Jonathan Penn Email & Phone Number

Senior Financial Advisor @ CFP Board

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Jonathan Penn Location

Houston, TX, US

Jonathan Penn Work

Senior Financial Advisor @ CFP Board
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2020 - now Senior Relationship Manager @ RIA Advisors
2017 - 2020 Registered Investment Advisor @ Pin Oak Investment Advisors
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2010 - 2017 Cardiac Rhythm Device Management Representative @ Boston Scientific
2009 - 2010 Cardiac Rhythm Device Management Clinician @ Boston Scientific
1999 - 2009 Vice President - Financial Consultant @ Charles Schwab
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Jonathan Penn Education

Rice University
Certified Financial Planning (Finance and Financial Management Services)
2008 - 2009
Stephen F. Austin State University
Bachelor's degree (Business Administration and Management, General)

Jonathan Penn Skills

Social Security and Medicare Planning
Financial Planning
Investment Management

Retirement Planning
Market Development
Capital Equipment
Product Launch
Sales Operations
Investment Strategies
Consulting

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Jonathan Penn Summary

Jonathan Penn, based in Houston, TX, US, is currently a Senior Financial Advisor at CFP Board. Jonathan Penn brings experience from previous roles at Ria Advisors, Pin Oak Investment Advisors and Boston Scientific. Jonathan Penn holds a 2008 - 2009 Certified Financial Planning in Finance and Financial Management Services @ Rice University. With a robust skill set that includes Social Security and Medicare Planning, Financial Planning, Investment Management, Retirement Planning, Market Development and more. Jonathan Penn has 1 emails on RocketReach.

Jonathan Penn Emails

Found 1 emails

@gmail.com

Jonathan Penn Phone Numbers

Found 2 phone numbers

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