Jonathan Weir Email & Phone Number
Founding Partner @ Association KeyEE Services
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Jonathan Weir Location
- Buffalo, NY, US
Jonathan Weir Work
- Founding Partner @ (June 2024 - Present)
- Managing Partner @ (January 1997 - Present)
- Certified COLI-ICOLI-BOLI-CUOLI Advisor @ BOLI - ICOLI Provider Carriers (January 2003 - Present)
- Member @ (January 2008 - Present)
- Advisor and Registered Representative @ (July 2025 - Present)
- Advisor and Registered Representative @ (June 2009 - July 2025)
- Owner and Affiliate @ (January 2014 - January 2023)
- Registered Representative @ (March 2003 - June 2009)
- Registered Representative @ (September 2001 - June 2003)
Jonathan Weir Education
- University at Buffalo School of Management, The State University of New York
Certificate (Center for Entreprenurial Leadership)
2005-2006 - University at Buffalo School of Law
Doctor of Law - JD (with Tax Certification)
1994-1997 - Boston University
BA (Int'l Relations; Economics)
- Canisius High School
Men and Women for Others
Jonathan Weir Skills
- Executive Compensation
- Employee Benefits
- Financial Planning
- Tax
- Securities
- Wealth Management
- Corporate & Trust Owned Life Insurance
- Strategic Financial Planning
- Life Insurance
- Nonprofits
- Executive Pay
- 401k
- Strategic Financial
- Corporate and Trust Owned
- Corporate and Trust Owned Life Insurance
Jonathan Weir Summary
- Jonathan Weir, based in Buffalo, NY, US, is currently a Founding Partner at Association KeyEE Services. Jonathan Weir brings experience from previous roles at Weir Financial Resources, BOLI - ICOLI Provider Carriers, New York Insurance Association and LPL Financial. Jonathan Weir holds a 2005 - 2006 Certificate in Center for Entreprenurial Leadership @ University at Buffalo School of Management, The State University of New York. With a robust skill set that includes Executive Compensation, Employee Benefits, Financial Planning, Tax, Securities and more. Jonathan Weir has 4 emails and 1 mobile phone numbers on RocketReach.
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