Jonathan Zweifel Email & Phone Number
Financial Advisor @ AmeriFlex® Financial Services
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Jonathan Zweifel Location
- Tempe, AZ, US
Jonathan Zweifel Work
- Financial Advisor @ (September 2016 - Present)
- Senior Vice President, Investments @ (July 2006 - September 2016)
- Financial Advisor @ H & R Block Financial Advisors (February 1999 - July 2006)
Jonathan Zweifel Education
- Arizona State University
Bachelor of Science (B.S.) (Finance, minor russian)
1996-1999 - W. P. Carey School of Business – Arizona State University
Jonathan Zweifel Skills
- 401k Rollovers
- Certified Financial Planner
- College Savings Plans
- Financial Analysis
- Independent Financial Advice
- Investment Advisory
- Personal Financial Planning
- Retirement Planning
- Series 63
- Series 65
- Series 7
- Wealth Management
- Wealth Management Services
Jonathan Zweifel Summary
- Jonathan Zweifel, based in Tempe, AZ, US, is currently a Financial Advisor at AmeriFlex® Financial Services. Jonathan Zweifel brings experience from previous roles at SagePoint Financial and H & R Block Financial Advisors. Jonathan Zweifel holds a 1996 - 1999 Bachelor of Science (B.S.) in Finance, minor russian @ Arizona State University. With a robust skill set that includes 401k Rollovers, Certified Financial Planner, College Savings Plans, Financial Analysis, Independent Financial Advice and more. Jonathan Zweifel has 2 emails and 2 mobile phone numbers on RocketReach.
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