Jonathan Walker Email & Phone Number
President and CEO | Co–Founder @ SMA Hub
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Jonathan Walker Location
- Portland, OR, US
Jonathan Walker Work
- 2013 - now President and CEO | Co–Founder @
- 2012 - 2016 Senior Vice President and CIO @ Vero Hospitality
- 2009 - 2013 Vice President, SWS @ Somerset Wealth Strategies
- 1998 - 2009 Senior Investment Manager @
Jonathan Walker Skills
- Investments
- Securities
- Wealth Management
- Mutual Funds
- Investment Strategies
- ETFs
- Fixed Income
- Fixed Annuities
- Bonds
- Wealth
- Finance
- Wealth Management Services
- Series 7
- Alternative Investments
- Series 63
- Financial Services
- Asset Management
- Asset Allocation
- Funding
- 401k
- Financial Advisory
Jonathan Walker Summary
- Jonathan Walker, based in Portland, OR, US, is currently a President and CEO | Co–Founder at SMA Hub. Jonathan Walker brings experience from previous roles at Vero Hospitality, Somerset Wealth Strategies and Phillips and Company Wealth Strategies. With a robust skill set that includes Investments, Securities, Wealth Management, Mutual Funds, Investment Strategies and more. Jonathan Walker has 2 emails and 1 mobile phone numbers on RocketReach.
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Top SMA Hub Employees
Jonathan Walker
President and CEO | Co–Founder
Portland, OR, US
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