Conor Jonasson, Cfp®

Conor Jonasson, Cfp® Email and Phone Number

Founder @ Jonasson Retirement Solutions
Philadelphia, PA, US
Conor Jonasson, Cfp®'s Location
Milwaukee, Wisconsin, United States, United States
About Conor Jonasson, Cfp®

Retirement focused financial advisor with experience in relationship management, investment management, and retirement planning. I have found success in my ability to compassionately work with clients and build trusting relationships.

Conor Jonasson, Cfp®'s Current Company Details
Jonasson Retirement Solutions

Jonasson Retirement Solutions

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Founder
Philadelphia, PA, US
Website:
crusoniawealth.com
Employees:
1
Conor Jonasson, Cfp® Work Experience Details
  • Jonasson Retirement Solutions
    Founder
    Jonasson Retirement Solutions
    Philadelphia, Pa, Us
    View
  • Safeguard Wealth Management
    Financial Advisor
    Safeguard Wealth Management Jan 2024 - Present
    Wisconsin, United States
    Retirement Focused, Fiduciary Advisor
    View
  • Keil Financial Partners
    Service Advisor
    Keil Financial Partners Aug 2022 - Jan 2024
    Wisconsin, United States
    Retirement Focused, Fiduciary Advisor
    View
  • Interactive Financial Advisors
    Relationship Manager And Advisor
    Interactive Financial Advisors Sep 2020 - Aug 2022
    Chicago, Illinois, United States
    Relationship Manager and Advisor for an RIA firm
    View
  • Diversified Management Inc.
    Associate Financial Advisor
    Diversified Management Inc. Aug 2018 - Aug 2020
    Greater Milwaukee Area
    Assisted in investment planning, tax planning and filing complex tax returns for high net worth individuals
    View
  • Partnership Bank
    Credit Analyst
    Partnership Bank Dec 2017 - Aug 2018
    Cedarburg, Wisconsin
    Participated in lending decisions through quantitative analysis and detailed credit risk reports
  • Choice Financial
    Intern
    Choice Financial May 2017 - Aug 2017
    Fargo, North Dakota Area
    Diverse experience in the banking and financial services industry
    View

Conor Jonasson, Cfp® Education Details

Frequently Asked Questions about Conor Jonasson, Cfp®

What company does Conor Jonasson, Cfp® work for?

Conor Jonasson, Cfp® works for Jonasson Retirement Solutions

What is Conor Jonasson, Cfp®'s role at the current company?

Conor Jonasson, Cfp®'s current role is Founder.

What schools did Conor Jonasson, Cfp® attend?

Conor Jonasson, Cfp® attended Aurora University.

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