Jonathan Scheid Location
- San Jose, CA, US
Jonathan Scheid Work
- 2023 - now President @
- 2022 - 2023 Managing Director, Advisory Solutions @
- 2019 - 2021 Managing Director, Solutions @
- 2018 - 2019 Vice President, Portfolio Strategy and Education @
- 2018 - 2018 Vice President, Portfolio Services and Education (at Loring Ward) @
- 2010 - 2018 President and CIO @
- 2008 - 2010 Chief Investment Officer @
- 2006 - 2008 Vice President, Investment and Marketing Group @
- 2006 - 2006 Vice President, Marketing and Research @
- 2000 - 2005 Director, Marketing and Research @
- 1998 - 2000 Marketing Research Analyst @
Jonathan Scheid Education
- Santa Clara University
BSC (Business with Finance Emphasis, Minor in Computer Engineering)
1994 - 1998
Jonathan Scheid Skills
- Investments
- Portfolio Management
- Investment Management
- ETFs
- Mutual Funds
- Asset Allocation
- Management
- Investment Advisory
- Alternative Investments
- Investment Strategies
- Financial Planning
- Asset Management
Jonathan Scheid Summary
- Jonathan Scheid, based in San Jose, CA, US, is currently a President at Focus Partners Advisor Solutions. Jonathan Scheid brings experience from previous roles at Buckingham Wealth Partners and Buckingham Strategic Partners. Jonathan Scheid holds a 1994 - 1998 BSC in Business with Finance Emphasis, Minor in Computer Engineering @ Santa Clara University. With a robust skill set that includes Investments, Portfolio Management, Investment Management, ETFs, Mutual Funds and more. Jonathan Scheid has 2 emails and 3 mobile phone numbers on RocketReach.
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Others Named Jonathan Scheid
Jonathan Scheid
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