Jonathan Wallace Email & Phone Number
Director, Equity and Allocation Strategies, Mutual Fund and ETF Research @ Raymond James
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Jonathan Wallace Location
- Florida, United States
Jonathan Wallace Work
- 2025 -now Director, Equity and Allocation Strategies, Mutual Fund and ETF Research @
- 2023 -2024 Manager, Equity and Allocation Strategies, Mutual Fund and ETF Research @
- now Jan 2022 - Feb 2023 · 1 yr 2 mos @
- 2018 -2021 Associate, Mutual Fund and ETF Research @
- 2017 -2018 Analyst, Manager Research, Multi-Asset and Alternative Strategies @
- 2004 -2017 Senior Retirement Consultant @
- 2001 -2003 Graduate Teaching Assistant and Instructor @
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
- Public Speaking
- 401k
- 403b
- 457b
- Pensions
- Finance
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 3 mobile phone numbers on RocketReach.
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