Jonathan Upton Email & Phone Number
Wealth Advisor @ Keystone Financial Group
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Jonathan Upton Location
- Louisville, KY, US
Jonathan Upton Work
- Wealth Advisor @ (February 2024 - Present)
- Owner | Wealth Advisor @ Centris Wealth Management (March 2019 - February 2024)
- Wealth Advisor @ (August 2018 - March 2019)
- Chief Investment Officer and Advisor Team Lead @ Lamkin Wealth Management (December 2012 - August 2018)
- Wealth Plan Investment Strategist @ Lamkin Wealth Management (July 2007 - December 2012)
- Licensed Financial Consultant @ (June 2003 - July 2007)
Jonathan Upton Education
- Harvard Extension School
Master's degree (Management)
2017-2022 -
BA (Finance)
1999-2003
Jonathan Upton Summary
- Jonathan Upton, based in Louisville, KY, US, is currently a Wealth Advisor at Keystone Financial Group. Jonathan Upton brings experience from previous roles at Centris Wealth Management, LPL Financial and Lamkin Wealth Management. Jonathan Upton holds a 2017 - 2022 Master's degree in Management @ Harvard Extension School. Jonathan Upton has 1 emails and 1 mobile phone numbers on RocketReach.
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