Mar 2011 - Jul 2017
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Jonathan L. Email & Phone Number
Financial Planner
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✓ Verified August 2026
3 data sources
Profile completeness 71%
Role
Financial Planner
Location
Dallas, Texas, United States
Who is Jonathan L.? Overview
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Quick answer
Jonathan L. is listed as Financial Planner based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Jonathan L..
Jonathan L. previously worked as Wealth Manager at Usaa and Financial Advisor at Jpmorgan Chase. Jonathan L. holds Certified Financial Planner™, Financial Planning And Services from College For Financial Planning.
Profile bio
About Jonathan L.
Qualifications:CERTIFIED FINANCIAL PLANNER™Accredited Asset Management Specialist℠Chartered Retirement Planning Counselor℠Series 7, 24, 63, & 66Graduate of USAA’s Manager Candidate School USAA Ambassador Award WinnerYellow Belt Six Sigma Trained Life & Health Insurance Licenses Bachelor of Arts from University of North Texas 2004
4 roles
Jonathan L. work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Oct 2009 - Nov 2010
Investment Consultant
Jul 2008 - Oct 2009
Investment Consultant
Feb 2006 - May 2008
2 education records
Jonathan L. education
Certified Financial Planner™, Financial Planning And Services
College For Financial Planning
Bs, Political Science
FAQ
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Quick answers generated from the profile data available on this page.
What is Jonathan L.'s role at their current company?
Jonathan L. is listed as Financial Planner.
Where is Jonathan L. based?
Jonathan L. is based in Dallas, Texas, United States.
What companies has Jonathan L. worked for?
Jonathan L. has worked for Usaa, Jpmorgan Chase, Td Ameritrade, and Fidelity Investments.
How can I contact Jonathan L.?
You can use AeroLeads to view verified contact signals for Jonathan L., including work email, phone, and LinkedIn data when available.
What schools did Jonathan L. attend?
Jonathan L. holds Certified Financial Planner™, Financial Planning And Services from College For Financial Planning.
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