2015 -
2023 Managing Director - Advisor Division @
2011 -
2015 Regional Director - North Central Region @
2007 -
2010 Regional Vice President @ ING
2007 -
2007 Senior Sales Trainer @
2005 -
2007 Internal Wholesaler @
Jonathan Root Education
University of St. Thomas - Opus College of Business 2000
-
2004
Jonathan Root Skills
Series 63
Series 6
Mutual Funds
Fixed Annuities
Investment Advisory
Separately Managed Accounts
Variable Annuities
Retirement Planning
Hedge Funds
Wealth Management
ETFs
Financial Advisory
Asset Allocation
Series 65
Retirement
Asset Management
Investments
Investment Strategies
Series 7
401k
Alternative Investments
FINRA
Fixed Income
IRAs
Life Insurance
Pensions
Securities
Series 24
Uniform Combined State Law
Financial Services
Financial Planning
Portfolio Management
Finance
Jonathan Root Summary
Jonathan Root, based in Chicago, IL, US, is currently a Executive Director at Janus Henderson Investors. Jonathan Root brings experience from previous roles at Swan Global Investments, WBI, ING and Allianz Life. Jonathan Root holds a 2000 - 2004 University of St. Thomas - Opus College of Business. With a robust skill set that includes Series 63, Series 6, Mutual Funds, Fixed Annuities, Investment Advisory and more. Jonathan Root has 2 emails and 2 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.