Jonathan Weir Email & Phone Number
Founding Partner @ Association KeyEE Services
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Jonathan Weir Location
- Buffalo, NY, US
Jonathan Weir Work
- 2024 -now Founding Partner @
- 1997 -now Managing Partner @
- 2003 -now Certified COLI-ICOLI-BOLI-CUOLI Advisor @ BOLI - ICOLI Provider Carriers
- 2008 -now Member @
- 2025 -now Advisor and Registered Representative @
- 2009 -2025 Advisor and Registered Representative @
- 2014 -2023 Owner and Affiliate @
- 2003 -2009 Registered Representative @
- 2001 -2003 Registered Representative @
Jonathan Weir Education
- University at Buffalo School of Management, The State University of New York
Certificate (Co-instruction, learning from and networking with fellow business owners.)
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 Co-instruction, learning from and networking with fellow business owners. @ 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 on RocketReach.
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