Junior Advisor And Planning Analyst
Financial Services Firm
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Jonathan Hall Email & Phone Number
Junior Advisor and Planning Analyst
at
Financial Services Firm
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✓ Verified May 2026
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Current company
Role
Junior Advisor and Planning Analyst
Location
Detroit Metropolitan Area, United States, United States
Who is Jonathan Hall? Overview
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Quick answer
Jonathan Hall is listed as Junior Advisor and Planning Analyst at Financial Services Firm, based in Detroit Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Hall.
Jonathan Hall previously worked as Junior Advisor / Planning Analyst at Financial Services Firm and Financial Services Intern at Financial Services Firm. Jonathan Hall holds Bachelor Of Business Administration - Bba, Finance, General from University Of Michigan-Dearborn.
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Financial Services Firm
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Profile bio
About Jonathan Hall
I am currently a planning analyst/junior advisor at a Michigan based financial services firm. My job is to make sure all clients receive an accurate financial plan that sets them up for their future.
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Jonathan Hall's current company
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9 roles
Jonathan Hall work experience
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Junior Advisor / Planning Analyst
Current
Financial Services Firm
Apr 2024 - Present
Financial Services Intern
Financial Services Firm
- Classified 1,500 assets by using software such as Addepar and Morningstar.- Created 100 Human Life Value reports for various clients- Participated in various client meetings learning about the financial industry.
May 2023 - Apr 2024
Life-Time Member
CurrentA national honor society of collegiate business programs at AACSB accredited institutions. Only the top 10% of qualified BBA seniors, the top 10% of qualified BBA juniors, and the top 20% of qualified graduate students are invited to membership in the UM-Dearborn Chapter of Beta Gamma Sigma.
Mar 2024 - Present
Equity Analyst
- Part of FIN 457, where ten students are in charge of the school's $145,000 stock portfolio.- Responsible for the financial sector where my stock had a total return of 27% over the course of the semester.
Jan 2024 - Apr 2024
Ilabs Research Assistant
- Modified and added to an exit survey for undergraduate students using Qualtrics
- Analyzed data from Qualtrics through SPSS, looking for trends and other surprising statistics
- Created a PowerPoint presentation to present in front of a board of members to discuss findings
Jan 2023 - Jun 2023
Server
- Interact with approximately 120 people per event, being responsible for meeting the needs and customer satisfaction of a designated 20-30 people
- Train new employees, sharing knowledge to help exceed management’s expectations
- Maintain inventory levels, notifying management when orders need to be placed
Jun 2018 - May 2023
Landscaper
Adam'S Outdoor Services Plus
- Maintain company vehicles and ensure equipment is in proper working order
- Manage complaints and customer discrepancies to resolve problems, leading to increased customer satisfaction
- Assist in making financial decisions including the purchase of larger assets.
May 2021 - Nov 2022
Manager/Accountant
Salem Rock Shop
- Recorded daily financial transactions, paid bills on time, and ensured necessary funds were available
- Worked with account managers to increase revenues by 20% overall
- Supervised 26 employees, overseeing the day-to-day operations to make informed decisions
Sep 2019 - Mar 2020
1 education record
Jonathan Hall education
FAQ
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What company does Jonathan Hall work for?
Jonathan Hall works for Financial Services Firm.
What is Jonathan Hall's role at Financial Services Firm?
Jonathan Hall is listed as Junior Advisor and Planning Analyst at Financial Services Firm.
Where is Jonathan Hall based?
Jonathan Hall is based in Detroit Metropolitan Area, United States, United States while working with Financial Services Firm.
What companies has Jonathan Hall worked for?
Jonathan Hall has worked for Financial Services Firm, Beta Gamma Sigma, University Of Michigan-Dearborn, Quality Kosher Catering, and Adam'S Outdoor Services Plus.
How can I contact Jonathan Hall?
You can use AeroLeads to view verified contact signals for Jonathan Hall at Financial Services Firm, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Hall attend?
Jonathan Hall holds Bachelor Of Business Administration - Bba, Finance, General from University Of Michigan-Dearborn.
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