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Jonathan Schwalbach Email & Phone Number

Portfolio Analyst and Liaison at ADVOCACY WEALTH MANAGEMENT, LLC at ADVOCACY WEALTH MANAGEMENT, LLC

Location: Atlanta, Georgia, United States 6 work roles 2 schools

1 work email found @advocacywealth.com 2 phones found area 432 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 100%

Current company

ADVOCACY WEALTH MANAGEMENT, LLC

Role

Portfolio Analyst and Liaison at ADVOCACY WEALTH MANAGEMENT, LLC

Location

Atlanta, Georgia, United States

Company size

11 employees

Who is Jonathan Schwalbach? Overview

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Quick answer

Jonathan Schwalbach is listed as Portfolio Analyst and Liaison at ADVOCACY WEALTH MANAGEMENT, LLC at ADVOCACY WEALTH MANAGEMENT, LLC, a with 11 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at advocacywealth.com, phone signal with area code 432, and a matched LinkedIn profile for Jonathan Schwalbach.

Jonathan Schwalbach previously worked as Portfolio Analyst and Liaison at Advocacy Wealth Management, Llc and Case Analyst at Forge Consulting. Jonathan Schwalbach holds Economics from Penn State University.

Company email context

Email format at ADVOCACY WEALTH MANAGEMENT, LLC

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{first_initial}{last}@advocacywealth.com

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AeroLeads found 1 current-domain work email signal for Jonathan Schwalbach. Compare company email patterns before reaching out.

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Profile bio

About Jonathan Schwalbach

I am a graduate of Pennsylvania State University who graduated in the summer of 2019 with a Bachelor of Science in Economics. In May 2017 I graduated from Midland College with an Associates of Arts degree with a business focus from Midland College where I also participated in varsity baseball full-time. Playing sports my entire life I have learned how to manage time efficiently, how to work with a team to accomplish a goal, and the value of hard work and dedication. I am going to utilize what I have learned from sports and school to pursue a career in the financial industry.

Listed skills include Microsoft Office, Microsoft Excel, Management, Leadership, and 2 others.

Current workplace

Jonathan Schwalbach's current company

Company context helps verify the profile and gives searchers a useful next step.

Advocacy Wealth Management, Llc

Portfolio Analyst and Liaison at ADVOCACY WEALTH MANAGEMENT, LLC

atlanta, georgia, united states

Website

advocacywealth.com

Employees

11

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Company profile

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6 roles

Jonathan Schwalbach work experience

A career timeline built from the work history available for this profile.

Portfolio Analyst And Liaison

Current

Advocacy Wealth Management, Llc

Atlanta, Georgia, United States

Aug 2020 - Present

Case Analyst

Forge Consulting

Greater Atlanta Area

Oct 2019 - Jul 2020

President

Personal Portfolio Management Club

State College, Pennsylvania Area

Organized club meetings to educate members about personal financeOversaw each committee regarding different aspects of personal financial planning Answered questions regarding stocks, personal finance, and budgeting

Aug 2018 - Aug 2019

Equity Analyst

Personal Portfolio Management Club

State College, Pennsylvania Area

Responsible for researching and analyzing potential investments for the clubEducated club members on financial information and provided insight based on investment research Provided one-on-one counseling and answered members questions

Aug 2017 - Aug 2018

Financial Representative Intern

Northwestern Mutual

Greater Minneapolis-St. Paul Area

Obtained License in Life, Accident, Disability, and Long-Term CareBroaden professional network during client interactions and investment planningMet with clients to discuss their financial goals and objectives Created a personalized holistic financial approach to meet the future clients needs and expectations

Nov 2017 - Nov 2018

Summer Staff

Composite Lining Systems Lp

Odessa/Midland, Texas Area

Jun 2013 - Aug 2015

Team & coworkers

Colleagues at ADVOCACY WEALTH MANAGEMENT, LLC

Other employees you can reach at advocacywealth.com. View company contacts for 11 employees →

RV

Ryan Vidal, Cfp® Colleague at Advocacy Wealth Management, LlcAtlanta, Georgia, United States View → AF

Aaliyah Fitzgerald Colleague at Advocacy Wealth Management, LlcAtlanta, Georgia, United States View → MR

Melissa Rojas Colleague at Advocacy Wealth Management, LlcAtlanta, Georgia, United States View → CC

Christopher Cowart, Cfp®, Crpc®, Mba Colleague at Advocacy Wealth Management, LlcAtlanta, Georgia, United States View → TC

Tiffany Czajka, Cfp®, Ctfa Colleague at Advocacy Wealth Management, LlcAtlanta Metropolitan Area, United States View → ND

Nicolas Dykstra Colleague at Advocacy Wealth Management, LlcAtlanta, Georgia, United States View → JP

Jaaziel Palacios, Ea Colleague at Advocacy Wealth Management, LlcAtlanta Metropolitan Area, United States View → GK

Greg Knauft Colleague at Advocacy Wealth Management, LlcAtlanta, Georgia, United States View → LP

Lauren Palko Colleague at Advocacy Wealth Management, LlcMarietta, Georgia, United States View → JD

Jodi Dhollosy Colleague at Advocacy Wealth Management, LlcPeachtree City, Georgia, United States View →

2 education records

Jonathan Schwalbach education

Economics

Penn State University

Activities and Societies: President of the Personal Portfolio Management Club

Associate Of Arts (A.A.), Business Administration And Management, General, 3.77 Gpa

Midland College

Activities and Societies: Varsity Baseball, Phi Theta Kappa Honor Society, Engineering Club

FAQ

Frequently asked questions about Jonathan Schwalbach

Quick answers generated from the profile data available on this page.

What company does Jonathan Schwalbach work for?

Jonathan Schwalbach works for ADVOCACY WEALTH MANAGEMENT, LLC.

What is Jonathan Schwalbach's role at ADVOCACY WEALTH MANAGEMENT, LLC?

Jonathan Schwalbach is listed as Portfolio Analyst and Liaison at ADVOCACY WEALTH MANAGEMENT, LLC at ADVOCACY WEALTH MANAGEMENT, LLC.

What is Jonathan Schwalbach's email address?

AeroLeads has found 1 work email signal at @advocacywealth.com for Jonathan Schwalbach at ADVOCACY WEALTH MANAGEMENT, LLC.

What is Jonathan Schwalbach's phone number?

AeroLeads has found 2 phone signal(s) with area code 432 for Jonathan Schwalbach at ADVOCACY WEALTH MANAGEMENT, LLC.

Where is Jonathan Schwalbach based?

Jonathan Schwalbach is based in Atlanta, Georgia, United States while working with ADVOCACY WEALTH MANAGEMENT, LLC.

What companies has Jonathan Schwalbach worked for?

Jonathan Schwalbach has worked for Advocacy Wealth Management, Llc, Forge Consulting, Personal Portfolio Management Club, Northwestern Mutual, and Composite Lining Systems Lp.

Who are Jonathan Schwalbach's colleagues at ADVOCACY WEALTH MANAGEMENT, LLC?

Jonathan Schwalbach's colleagues at ADVOCACY WEALTH MANAGEMENT, LLC include Ryan Vidal, Cfp®, Aaliyah Fitzgerald, Melissa Rojas, Christopher Cowart, Cfp®, Crpc®, Mba, and Tiffany Czajka, Cfp®, Ctfa.

How can I contact Jonathan Schwalbach?

You can use AeroLeads to view verified contact signals for Jonathan Schwalbach at ADVOCACY WEALTH MANAGEMENT, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Schwalbach attend?

Jonathan Schwalbach holds Economics from Penn State University.

What skills is Jonathan Schwalbach known for?

Jonathan Schwalbach is listed with skills including Microsoft Office, Microsoft Excel, Management, Leadership, Microsoft Powerpoint, and Microsoft Word.

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