Jonathan Laturner

Jonathan Laturner Email and Phone Number

Partner, Wealth Advisor at Towerpoint Wealth, LLC @ Towerpoint Wealth
sacramento, california, united states
Jonathan Laturner's Location
Sacramento, California, United States, United States
Jonathan Laturner's Contact Details

Jonathan Laturner work email

Jonathan Laturner personal email

About Jonathan Laturner

Jonathan Laturner is a Partner, Wealth Advisor at Towerpoint Wealth, LLC at Towerpoint Wealth. He possess expertise in comprehensive investment planning.

Jonathan Laturner's Current Company Details
Towerpoint Wealth

Towerpoint Wealth

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Partner, Wealth Advisor at Towerpoint Wealth, LLC
sacramento, california, united states
Employees:
7
Jonathan Laturner Work Experience Details
  • Towerpoint Wealth
    Partner, Wealth Manager
    Towerpoint Wealth Aug 2018 - Present
    Sacramento, California Area
  • Wells Fargo Advisors
    Assistant Vice President - Investment Officer
    Wells Fargo Advisors Nov 2012 - Sep 2018
    Sacramento, California Area
    As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management — delivered with the highest level of personal service and professional integrity.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC.
  • First Citizens Bank
    Vice President - Business Deposit Specialist
    First Citizens Bank Jul 2006 - Nov 2012
    Sacramento, California Area
    Responsible for developing and managing business banking relationships in accordance with the Bank’s core values. Assisted in achieving Bank growth and profitability by effectively executing a business development plan, selling business and commercial banking products, and providing high quality customer service to all clients.

Jonathan Laturner Skills

Comprehensive Investment Planning

Jonathan Laturner Education Details

  • Drexel University - College Of Business And Administration
    Drexel University - College Of Business And Administration
    International Business
  • California State University-Sacramento
    California State University-Sacramento
    Finance

Frequently Asked Questions about Jonathan Laturner

What company does Jonathan Laturner work for?

Jonathan Laturner works for Towerpoint Wealth

What is Jonathan Laturner's role at the current company?

Jonathan Laturner's current role is Partner, Wealth Advisor at Towerpoint Wealth, LLC.

What is Jonathan Laturner's email address?

Jonathan Laturner's email address is jo****@****ail.com

What schools did Jonathan Laturner attend?

Jonathan Laturner attended Drexel University - College Of Business And Administration, California State University-Sacramento.

What skills is Jonathan Laturner known for?

Jonathan Laturner has skills like Comprehensive Investment Planning.

Who are Jonathan Laturner's colleagues?

Jonathan Laturner's colleagues are Steve Pitchford, Cpa, Cfp®, Megan M. Miller, Ea, Nathan Billigmeier, Joseph Eschleman, Cima®, Luis Barrera.

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