Vice President Senior Administrative Manager
Nov 2014 - Aug 2023
AeroLeads people directory · profile
Jon Beard Email & Phone Number
Sales Manager and Financial Services Supervision Principal
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✓ Verified Jun 2026
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Profile completeness 86%
Role
Sales Manager and Financial Services Supervision Principal
Location
Jacksonville, Florida, United States
Who is Jon Beard? Overview
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Quick answer
Jon Beard is listed as Sales Manager and Financial Services Supervision Principal based in Jacksonville, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jon Beard.
Jon Beard previously worked as Vice President Senior Administrative Manager at Merrill Edge and Vice President CBRU Principal Team Lead at Merrill Lynch. Jon Beard holds Mba, Business Administration from Florida International University - College Of Business Administration.
Profile bio
About Jon Beard
Specialties: FINRA Series 7, 66, 9 & 10
Listed skills include Series 7, Uniform Combined State Law, Retirement Planning, Investments, and 13 others.
11 roles
Jon Beard work experience
A career timeline built from the work history available for this profile.
Vice President Cbru Principal Team Lead
Nov 2012 - Nov 2014
Nov 2011 - Sep 2012
Nov 2009 - Nov 2011
Vice President, Client Relationship Manager
Oct 2008 - Jun 2009
Avp, Associate Client Relationship Manager
Jan 2008 - Sep 2008
Assistant Vice President, Lead Advisor
Jan 2006 - Dec 2007
Avp, Trainer
Jun 2005 - Dec 2005
Investor Solutions Advisor
Jan 2004 - May 2005
Police Officer
Jan 1997 - Aug 2003
Veteran
Jan 1992 - Apr 1995
3 education records
Jon Beard education
Mba, Business Administration
Ba, Criminal Justice Administration
Associate Of Arts
Florida State College At Jacksonville
FAQ
Frequently asked questions about Jon Beard
Quick answers generated from the profile data available on this page.
What is Jon Beard's role at their current company?
Jon Beard is listed as Sales Manager and Financial Services Supervision Principal.
Where is Jon Beard based?
Jon Beard is based in Jacksonville, Florida, United States.
What companies has Jon Beard worked for?
Jon Beard has worked for Merrill Edge, Merrill Lynch, Cisco Systems, Jacksonville Sheriff Office, and Us Navy.
How can I contact Jon Beard?
You can use AeroLeads to view verified contact signals for Jon Beard, including work email, phone, and LinkedIn data when available.
What schools did Jon Beard attend?
Jon Beard holds Mba, Business Administration from Florida International University - College Of Business Administration.
What skills is Jon Beard known for?
Jon Beard is listed with skills including Series 7, Uniform Combined State Law, Retirement Planning, Investments, Banking, Asset Managment, Risk Management, and Strategic Financial Planning.
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