Jonathan Wallace Email & Phone Number
Director, Equity and Allocation Strategies, Mutual Fund and ETF Research @ Raymond James
Jonathan Wallace Location
Florida, United States
Jonathan Wallace Work
- 2025 - now Director, Equity and Allocation Strategies, Mutual Fund and ETF Research @ Raymond James
- 2023 - 2024 Manager, Equity and Allocation Strategies, Mutual Fund and ETF Research @ Raymond James
- Jan 2022 - Feb 2023 · 1 yr 2 mos @ Raymond James
- 2018 - 2021 Associate, Mutual Fund and ETF Research @ Raymond James
- 2017 - 2018 Analyst, Manager Research, Multi-Asset and Alternative Strategies @ Morningstar
- 2004 - 2017 Senior Retirement Consultant @ Lincoln Financial Group
- 2001 - 2003 Graduate Teaching Assistant and Instructor @ University of Florida
Jonathan Wallace Education
- University of Florida
Master's Degree
- University of Florida
Bachelor's Degree
Jonathan Wallace Skills
- Asset Allocation
- Series 7
- Series 63
- Mutual Funds
- IRAs
- Variable Annuities
- Defined Contribution
- Defined Benefit
- Financial Services
- Retirement Planning
Jonathan Wallace Summary
Jonathan Wallace, based in Florida, United States, is currently a Director, Equity and Allocation Strategies, Mutual Fund and ETF Research at Raymond James. Jonathan Wallace brings experience from previous roles at Raymond James and Morningstar. Jonathan Wallace holds a Master's Degree @ University of Florida. With a robust skill set that includes Asset Allocation, Series 7, Series 63, Mutual Funds, IRAs and more. Jonathan Wallace has 2 emails and 5 mobile phone numbers on RocketReach.
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Top Raymond James Employees
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Ryan Jones
President and CEO at Raymond James
Denver, CO, US1 -
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Catherine Haffner
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Ryan Smith
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Oak Park, IL, US11 -
Tash Elwyn
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Saint Petersburg, FL, US35 -
Michael Cox
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Doug Brigman
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President, RIA and Custody Services Division (RCS) at Raymond James
Saint Petersburg, FL, US34 -
Mike White
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Saint Petersburg, FL, US25+
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