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Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. Email & Phone Number

Compliance Specialist at Vanguard
Location: Clover, South Carolina, United States 10 work roles 3 schools
2 phones found area 646 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 2 phones

Direct phone (646) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Vanguard
Role
Compliance Specialist
Location
Clover, South Carolina, United States
Company size
25515 employees

Who is Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D.? Overview

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Quick answer

Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. is listed as Compliance Specialist at Vanguard, a company with 25515 employees, based in Clover, South Carolina, United States. AeroLeads shows phone signal with area code 646 and a matched LinkedIn profile for Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D..

Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. previously worked as Financial Advisor at Vanguard and Branch office examiner lead at J.W. Cole Financial, Inc.. Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. holds Executive Doctor Of Juris Prudence, Business Law from Purdue Global.

Company email context

Email format at Vanguard

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Vanguard

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Profile bio

About Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D.

My name is Jonathan Britt and I am a highly-qualified, results-driven Financial Planning & Wealth Management professional with a proven track record of creating effective wealth management strategies, providing solid investment advice and recommendations, and delivering exceptional customer service to my loyal clientele. My reputation is built on a successful combination of strong work ethics with the drive and initiative to achieve maximum results for each and every customer.I began my professional career in 2013 as an Insurance Specialist and was hired after three years by Edward Jones in the position of Financial Planning Consultant. I was ultimately recruited by Fidelity Investments in 2018 where I have performed in the capacities of Investment Solutions Consultant and Relationship Manager. My diverse work experience and training opportunities with several high-profile companies have enabled me to gain a well-rounded working knowledge to include Leadership, Collaboration, Training & Coaching, Computer/Technical Proficiency, Sales & Business Development, Branch Office Administration, Client Relations & Retention, Analytical Problem Solving, Data Analysis & Reporting, Quality Control/Assurance, and more…The majority of my achievements have encompassed meeting and exceeding performance objectives and goals. My most notable accomplishments include achieving Certified Financial Planning (CFP) designation, E.J.D. earning “Top Sales Producer” honors, and ranking within the top performers of U.S. producers at Transamerica.I am continually looking to network with like-minded individuals and welcome your inquiries. You may contact me at JonathanKBritt@gmail.com.

Listed skills include Leadership, Estate Planning, Team Building, Portfolio Optimization, and 46 others.

Current workplace

Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D.'s current company

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

Vanguard
Vanguard
Compliance Specialist
Clover, SC, US
Website
vanguard.com
Employees
25515
AeroLeads page
Company profile
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10 roles · 13 years

Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. work experience

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

Compliance Specialist

Vanguard

Clover, SC, US

Financial Advisor

Current
Vanguard

Valley Forge, PA, US

Oct 2022 - Present

Compliance Specialist

Current
Vanguard

Valley Forge, PA, US

Oct 2024 - Present

Sr. Financial Planner

Facet Wealth

Baltimore, Maryland, US

Remote, Senior Financial Planner September 2021 - March 2022- I worked directlywith clients as their financial life coach, helping them improve their lives by empowering them toreach their financial goals, both big and small. I was responsible for providing sound,comprehensive financial advice and guidance, and helped clients make sense of their.

Sep 2021 - Mar 2022

Investment Counselor

Fisher Investments

Plano, Texas, US

As an investment counselor, I am the face and voice of Fisher Investments. I spend my time with an assigned roster of high-net-worth clients, educating them on our top-down investment philosophy, explaining why we’ve made certain decisions for their particular portfolio, and helping them understand events in the market. My sole mission is to help my.

May 2020 - May 2021

Relationship Manager | Investment Solutions Consultant

Fidelity Investments

Boston, MA, US

My position as Central Relationship Manager allowed me to serve as the liaison between clients and Financial Consultants for the Boca Raton Investors Center. This role was a progression from my duties as an Investment Solutions Consultant. As an Investment Solutions Consultant, I provided financial planning and counseling through a wide range of functions..

2018 - May 2020

Financial Planning Consultant

Edward Jones

St. Louis, MO, US

I led and managed branch operations, sales, and internal systems for 300+ clients with oversight for establishing financial goals and plans, executing trades, and evaluating results.

2016 - 2018 ~2 yrs

Insurance Advisor Team Lead

Transamerica / Aig / United Insurance

I achieved “Top District Producer” through tenacious prospecting, timely follow up, product knowledge expertise, field training, and educating clients on insurance products and options.

2013 - 2016 ~3 yrs

Insurance Planning

Rbc

Toronto, Ontario, CA

Jan 2010 - Jan 2013
Team & coworkers

Colleagues at Vanguard

Other employees you can reach at vanguard.com. View company contacts for 25515 employees →

CA Corey Allan Corey Allan Colleague at Vanguard Monroe, North Carolina, United States, United States View → RW Reggie Waller, Ctprp, Cbcp, Msol Reggie Waller, Ctprp, Cbcp, Msol Colleague at Vanguard Greater Philadelphia, United States, United States View → LH Lisa Harris Lisa Harris Colleague at Vanguard Malvern, Pennsylvania, United States, United States View → MM Mike Mastrocola Mike Mastrocola Colleague at Vanguard Conshohocken, Pennsylvania, United States, United States View → GM Grant Martzall Grant Martzall Colleague at Vanguard Greater Philadelphia, United States View → LJ Lorena Johnson Lorena Johnson Colleague at Vanguard Broomall, Pennsylvania, United States, United States View → MC Michael Chan Michael Chan Colleague at Vanguard Philadelphia, Pennsylvania, United States, United States View → MA Md Anowar Ullah Md Anowar Ullah Colleague at Vanguard Greater Philadelphia, United States View → GR Greg Robertson Greg Robertson Colleague at Vanguard United States, United States View → YK Yael Kalman Yael Kalman Colleague at Vanguard Wynnewood, Pennsylvania, United States, United States View →
3 education records

Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. education

Executive Doctor Of Juris Prudence, Business Law

Purdue Global

Bachelor Of Arts - Ba, Psychology

Coker University

Financial Planning And Services

College For Financial Planning
FAQ

Frequently asked questions about Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D.

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

What company does Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. work for?

Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. works for Vanguard.

What is Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D.'s role at Vanguard?

Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. is listed as Compliance Specialist at Vanguard.

What is Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D.'s phone number?

AeroLeads has found 2 phone signal(s) with area code 646 for Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. at Vanguard.

Where is Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. based?

Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. is based in Clover, South Carolina, United States while working with Vanguard.

What companies has Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. worked for?

Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. has worked for Vanguard, J.W. Cole Financial, Inc., Facet Wealth, Fisher Investments, and Fidelity Investments.

Who are Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D.'s colleagues at Vanguard?

Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D.'s colleagues at Vanguard include Corey Allan, Reggie Waller, Ctprp, Cbcp, Msol, Lisa Harris, Mike Mastrocola, and Grant Martzall.

How can I contact Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D.?

You can use AeroLeads to view verified contact signals for Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. at Vanguard, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. attend?

Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. holds Executive Doctor Of Juris Prudence, Business Law from Purdue Global.

What skills is Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. known for?

Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D. is listed with skills including Leadership, Estate Planning, Team Building, Portfolio Optimization, Sales Strategy, Public Speaking, Prospecting Skills, and Client Relations.

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