Jon Chambers

Jon Chambers Email and Phone Number

Managing Director at SageView Advisory Group @ SageView Advisory Group
irvine, california, united states
Jon Chambers's Location
Moraga, California, United States, United States
Jon Chambers's Contact Details
About Jon Chambers

Mr. Chambers is an investment consultant to retirement plan sponsors, including publicly traded and privately held companies, as well as not-for-profit and governmental employers. Specialties: Analysis, design and implementation of investment programs for retirement plans, fiduciary responsibility and risk mitigation, litigation support services for disputes involving ERISA plans.Nationally recognized expert on 401(k) fee structures. In October 2007, he testified before the U.S. House of Representatives Committee on Education and Labor on this issue.

Jon Chambers's Current Company Details
SageView Advisory Group

Sageview Advisory Group

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Managing Director at SageView Advisory Group
irvine, california, united states
Website:
sageviewadvisory.com
Employees:
125
Jon Chambers Work Experience Details
  • Sageview Advisory Group
    Managing Director
    Sageview Advisory Group Apr 2014 - Present
    Greater Seattle Area
    Jon is a lead ERISA investment consultant responsible for advising retirement plan sponsors on plan design, compliance and investment consulting issues. He monitors and analyzes retirement program performance, and helps plan sponsors determine how to help their employees derive maximum benefit from these programs. He serves clients in a fiduciary capacity, and helps plan sponsor clients satisfy their own fiduciary duties.
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  • Schultz Collins Lawson Chambers, Inc.
    Principal
    Schultz Collins Lawson Chambers, Inc. Aug 1995 - Mar 2014
    Schultz Collins Lawson Chambers, Inc. [SCLC] helps fiduciaries, trustees, and individual investors make informed financial decisions. Consistent with our adherence to legal standards for prudent investment, our investment philosophy derives from academic discoveries in financial economics.
  • Coopers & Lybrand
    Senior Consultant
    Coopers & Lybrand Aug 1985 - Mar 1995
    Consultant to retirement plan sponsors, team manager for group of eight professionals.
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Jon Chambers Skills

Erisa Investments Retirement Planning Retirement Plan Consulting 401k Retirement Asset Management Profit Sharing Pensions Employee Benefits Defined Benefit Pension Funds Investment Advisory Finance Risk Management Series 7 Mutual Funds Investment Policy Qualified Retirement Plans Defined Contribution Asset Allocation Investment Strategies Wealth Management Fiduciary Series 63 Investment Management Alternative Investments Financial Advisory Etfs Series 24 Securities Pension Administration Plan Administration

Jon Chambers Education Details

Frequently Asked Questions about Jon Chambers

What company does Jon Chambers work for?

Jon Chambers works for Sageview Advisory Group

What is Jon Chambers's role at the current company?

Jon Chambers's current role is Managing Director at SageView Advisory Group.

What is Jon Chambers's email address?

Jon Chambers's email address is ch****@****ail.com

What is Jon Chambers's direct phone number?

Jon Chambers's direct phone number is +151033*****

What schools did Jon Chambers attend?

Jon Chambers attended University Of California, Berkeley.

What are some of Jon Chambers's interests?

Jon Chambers has interest in Home Improvement, Reading, Sports, Home Decoration, Health, Children, Cooking, Gardening, Electronics, Education.

What skills is Jon Chambers known for?

Jon Chambers has skills like Erisa, Investments, Retirement Planning, Retirement Plan Consulting, 401k, Retirement, Asset Management, Profit Sharing, Pensions, Employee Benefits, Defined Benefit, Pension Funds.

Who are Jon Chambers's colleagues?

Jon Chambers's colleagues are Rodney Balbuena, Mark Keck, Lisa Hoxha, Ty Chesnut, Reagan Hall, Danielle Roberson, Fpqp®, Matt Gulseth.

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