Jonathan Wong Email & Phone Number
Founder + Principal Financial Planner @ Layari Financial
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Jonathan Wong Location
- Los Angeles, CA, US
Jonathan Wong Work
- Founder + Principal Financial Planner @ (June 2022 - Present)
- Associate Financial Advisor @ (April 2017 - February 2022)
- Associate Financial Advisor @ (November 2014 - November 2016)
- Financial Paraplanner @ (July 2013 - October 2014)
- Research Analyst @ (July 2009 - July 2013)
Jonathan Wong Education
- College for Financial Planning
Accredited Portfolio Management Advisor (Financial Planning and Services)
2016-2016 - College for Financial Planning
Charted Retirement Planning Counselor (Financial Planning and Services)
2015-2016 - California State University-Long Beach - College of Business
Bachelors of Science (Finance,Real Estate, Law ; Human Resource Management)
2011 - UCLA Extension
Certificate (Personal Financial Planning)
2013
Jonathan Wong Skills
- Certified Financial Planner
- Investment Strategies
- Wealth Management
- Investments
- Entrepreneurship
- Investment Management
- Employee Benefits Design
- Insurance Planning
- Small Business Consulting
- Income Tax Planning
- Estate Planning
- Qualified Retirement Plans
- Financial Planning
- Wealth Management Services
- Insurance
- Hold Series 7
- Portfolio Management
- Financial Advisory
- Financial Services
- Holistic Financial Planning
- Wealth Accumulation
- Microsoft Office
- Financial Analysis
- PowerPoint
- Finance
- Business Analysis
- Leadership
- Retirement Planning
Jonathan Wong Summary
- Jonathan Wong, based in Los Angeles, CA, US, is currently a Founder + Principal Financial Planner at Layari Financial. Jonathan Wong brings experience from previous roles at Ameriprise Financial Services, LLC and VantaQuest. Jonathan Wong holds a 2016 - 2016 Accredited Portfolio Management Advisor in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Certified Financial Planner, Investment Strategies, Wealth Management, Investments, Entrepreneurship and more. Jonathan Wong has 3 emails and 7 mobile phone numbers on RocketReach.
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