Jonathan Upton Email & Phone Number
Wealth Advisor @ Keystone Financial Group
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jonathan Upton Location
- Louisville, KY, US
Jonathan Upton Work
- 2024 -now Wealth Advisor @
- 2019 -2024 Owner | Wealth Advisor @ Centris Wealth Management
- 2018 -2019 Wealth Advisor @
- 2012 -2018 Chief Investment Officer and Advisor Team Lead @ Lamkin Wealth Management
- 2007 -2012 Wealth Plan Investment Strategist @ Lamkin Wealth Management
- 2003 -2007 Licensed Financial Consultant @
Jonathan Upton Education
- Harvard Extension School
Master's degree (Management)
2017-2022
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 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jonathan Upton?
Find contact details for 700 million professionals.
Others Named Jonathan Upton
John Upton
Managing Director
Clavering, GB
Jonathan Upton
Director
Sydney, NSW, AU
Jonathan Upton
Co-Founder
London, GB
Jonathan Upton
Manager Unix Middleware and Storage
Kirkland, WA, US
Jonathan Upton
Chief Operating Officer
Boston, MA, US
Top Keystone Financial Group Employees
John Morton
Financial Advisor
Mount Sterling, KY, US
Gary Smith
Senior Financial Advisor
Louisville, KY, US
Adam Richardson
Financial Advisor
Somerset, KY, US
Dorinda Ijames
Administrative Assistant
Louisville, KY, US
Joel Godby
Financial Advisor
Mount Sterling, KY, US
Fred Lewis
Chartered Financial Consultant
Eau Claire, WI, US
Jonathan Upton
Wealth Advisor
Louisville, KY, US
Brian Davis
Financial Advisor
Lexington, KY, US
Sean Melican
Financial Advisor
Louisville, KY, US
Sam Devito
Marketing Associate
United States
John Schaefer
Financial Advisor
Lexington, KY, US
Jim Reitenbach
Financial Advisor
Lexington, KY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co