Jonathan Spector's Location
Walnut Creek, CA, US
Jonathan Spector's Work
- Vice President and Partner @ EP Wealth Advisors
- Lead Advisor @ Personal Financial Consultants
- Wealth Manager @ WrapManager, Inc
- Investment Consultant @ TD Ameritrade
- Financial Consultant @ AXA Advisors, LLC
- Intern @ United States Senate
Jonathan Spector's Education
- College for Financial Planning
Master of Science Degree, Personal Financial Planning
2017 - 2019 - University of Southern Maine
Political Science
2000 - 2004 - Lawrence University
Jonathan Spector's Skills
- Series 63
- Risk Management
- Financial Services
- PowerPoint
- Series 7
- Wealth
- Asset Managment
- Asset Management
- Strategic Planning
- Financial Analysis
Jonathan Spector's Summary
Jonathan Spector, based in Walnut Creek, CA, US, is currently a Vice President and Partner at EP Wealth Advisors, bringing experience from previous roles at Personal Financial Consultants, WrapManager, Inc, TD Ameritrade and AXA Advisors. Jonathan Spector holds a 2017 - 2019 Master of Science Degree, Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Series 63, Risk Management, Financial Services, PowerPoint, Series 7 and more, Jonathan Spector contributes valuable insights to the industry. Jonathan Spector has 2 emails and 1 mobile phone number on RocketReach.
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