Jonathan Brummer,  Cfa, Cfp®

Jonathan Brummer, Cfa, Cfp® Email and Phone Number

Financial Advisor at Wells Fargo Advisors @ Wells Fargo Advisors
Jonathan Brummer, Cfa, Cfp®'s Location
Greater Boston, United States, United States
Jonathan Brummer, Cfa, Cfp®'s Contact Details

Jonathan Brummer, Cfa, Cfp® work email

Jonathan Brummer, Cfa, Cfp® personal email

n/a

Jonathan Brummer, Cfa, Cfp® phone numbers

About Jonathan Brummer, Cfa, Cfp®

I specialize in portfolio construction and investment planning, to deliver impactful solutions across the spectrum of holistic wealth management. I am also committed to making the complex, simple: working with clients to help organize their financial lives, prioritize their goals, and seamlessly implement plans that strive to solve for the challenges they face.Please visit our website at: www.rubin-brummer.com* Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.This information is intended for use by residents of AZ, CA, CT, FL, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, TX, VT, WA, and WV only.California Insurance License #: 4106686, Resident State MA/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Jonathan Brummer, Cfa, Cfp®'s Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Financial Advisor at Wells Fargo Advisors
Jonathan Brummer, Cfa, Cfp® Work Experience Details
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Oct 2020 - Present
    St. Louis, Missouri, Us
  • Morgan Stanley Private Wealth Management
    Consulting Group Analyst, Avp
    Morgan Stanley Private Wealth Management Apr 2017 - Oct 2020
    New York, Ny, Us
  • Lenox Advisors
    Portfolio Analyst, Avp
    Lenox Advisors Jul 2012 - Apr 2017
    New York, Ny, Us
  • Merrill Lynch
    Registered Client Associate
    Merrill Lynch Jun 2010 - Jul 2012
    New York, Ny, Us
  • Merrill Lynch
    Administrative Assistant
    Merrill Lynch Oct 2009 - Jun 2010
    New York, Ny, Us
  • Hsbc Bank
    Investment Management Summer Analyst
    Hsbc Bank Jul 2009 - Sep 2009
    London, Gb
  • Hsbc Bank
    Commercial Banking Summer Analyst
    Hsbc Bank Jun 2008 - Aug 2008
    London, Gb

Jonathan Brummer, Cfa, Cfp® Skills

Series 7 Asset Allocation Bloomberg Terminal Due Diligence Investments Series 63 Fundamental Analysis Technical Analysis Microsoft Excel Series 65 Powerpoint Microsoft Word Zephyr Style Advisor Reuters 3000

Jonathan Brummer, Cfa, Cfp® Education Details

  • Nichols School
    Nichols School

Frequently Asked Questions about Jonathan Brummer, Cfa, Cfp®

What company does Jonathan Brummer, Cfa, Cfp® work for?

Jonathan Brummer, Cfa, Cfp® works for Wells Fargo Advisors

What is Jonathan Brummer, Cfa, Cfp®'s role at the current company?

Jonathan Brummer, Cfa, Cfp®'s current role is Financial Advisor at Wells Fargo Advisors.

What is Jonathan Brummer, Cfa, Cfp®'s email address?

Jonathan Brummer, Cfa, Cfp®'s email address is jo****@****ley.com

What is Jonathan Brummer, Cfa, Cfp®'s direct phone number?

Jonathan Brummer, Cfa, Cfp®'s direct phone number is +121253*****

What schools did Jonathan Brummer, Cfa, Cfp® attend?

Jonathan Brummer, Cfa, Cfp® attended Nichols School.

What skills is Jonathan Brummer, Cfa, Cfp® known for?

Jonathan Brummer, Cfa, Cfp® has skills like Series 7, Asset Allocation, Bloomberg Terminal, Due Diligence, Investments, Series 63, Fundamental Analysis, Technical Analysis, Microsoft Excel, Series 65, Powerpoint, Microsoft Word.

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