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Jonathan Perrin, Cfp® is listed as Pro Athlete turned Financial Consultant at intellicents at intellicents, a with 41 employees, based in Kansas City Metropolitan Area, United States. AeroLeads shows a work email signal at naturalbaseball.com and a matched LinkedIn profile for Jonathan Perrin, Cfp®.
Jonathan Perrin, Cfp® previously worked as Financial Consultant at Intellicents and Investment Advisor at Waterfront Advisors. Jonathan Perrin, Cfp® holds Bachelor'S Degree, History from Oklahoma State University.
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AeroLeads found 1 current-domain work email signal for Jonathan Perrin, Cfp®. Compare company email patterns before reaching out.
I serve as a Financial Consultant at intellicents. I work with individual and corporate clients to create personalized financial plans. Our focus at intellicents is to empower our clients to feel confident in their financial decisions by providing unbiased fiduciary advice, and combining that alongside education and information on important financial topics.Prior to becoming a Financial Consultant at intellicents, I was selected in the 2015 MLB Draft by the Milwaukee Brewers, and played 5 seasons of professional baseball. During my playing career I began investing my own personal money. In 2018, I became a licensed investment advisor, with my first clients being my teammates.After retiring from baseball in 2020, I committed to the financial industry full-time. Working with clients from all types of backgrounds to build their dream life.
Listed skills include Baseball, Sports Coaching, Public Speaking, Teaching, and 11 others.
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Kansas City Metropolitan Area
intellicents is a national independent financial advisory firm centered on four core services:1. Retirement plan services at both the plan and participant level2. Wealth Management and Personal Financial Planning3. Financial wellness education and advice to employers and individuals4. Group insurance benefitsAll supported by people smarts and great technology.
Overland Park, Kansas, United States
Waterfront Advisors is a team of fiduciary, fee-only advisors serving clients across the United States.
1485 S Mahaffie Cir, Olathe, Ks 66062
Natural Baseball Academy offers Individual and small group lessons to players ages 9+For advanced High School players, we assist with the college recruitment process.
Leawood, Kansas
Series 65 licensed investment advisor. "Investing with a moral compass" Firmwide focus on ESG & socially responsible investing.Provided customized portfolio construction and risk management solutions for clients, focusing on young professionals and professional athletes.Worked as a remote employee for two years while also playing professional baseball.
Drafted in June 2015 by the Milwaukee Brewers.Traded to Kansas City Royals, August 2018.
Other employees you can reach at intellicentsinc.com. View company contacts for 41 employees →
Danny Hamm, Cfp®
Colleague at IntellicentsKansas City Metropolitan Area, United States
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GA
Grant Arends
Colleague at IntellicentsLeawood, Kansas, United States
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MM
Molly Magnuson, Qka®, Cpfa®
Colleague at IntellicentsKansas City, Missouri, United States
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DR
Devin Reimer, Cfp®
Colleague at IntellicentsWest Des Moines, Iowa, United States
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TA
Tempest Arends
Colleague at IntellicentsRochester-Austin, Minnesota Area, United States
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IC
Intellicents Compliance
Colleague at IntellicentsAlbert Lea, Minnesota, United States
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AA
Amanda Arends
Colleague at IntellicentsMinneapolis, Minnesota, United States
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MS
Matt Stay
Colleague at IntellicentsRochester-Austin, Minnesota Area, United States
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SW
Scott Wightman, Cfa
Colleague at IntellicentsKansas City, Missouri, United States
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LT
Logan Tufte
Colleague at IntellicentsAlbert Lea, Minnesota, United States
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Activities and Societies: Baseball Scholarship. Camp Cowboy Guest Speaker. Big 12 Gautt Postgraduate Scholarship award winnerMember.
Master's of Personal Financial Planning program at the University of Missouri through an online cohort partnered with Dalton Education..
Quick answers generated from the profile data available on this page.
Jonathan Perrin, Cfp® works for intellicents.
Jonathan Perrin, Cfp® is listed as Pro Athlete turned Financial Consultant at intellicents at intellicents.
AeroLeads has found 1 work email signal at @naturalbaseball.com for Jonathan Perrin, Cfp® at intellicents.
Jonathan Perrin, Cfp® is based in Kansas City Metropolitan Area, United States while working with intellicents.
Jonathan Perrin, Cfp® has worked for Intellicents, Waterfront Advisors, Natural Baseball Academy, Satya Investment Management, and Kansas City Royals.
Jonathan Perrin, Cfp®'s colleagues at intellicents include Danny Hamm, Cfp®, Grant Arends, Molly Magnuson, Qka®, Cpfa®, Devin Reimer, Cfp®, and Tempest Arends.
You can use AeroLeads to view verified contact signals for Jonathan Perrin, Cfp® at intellicents, including work email, phone, and LinkedIn data when available.
Jonathan Perrin, Cfp® holds Bachelor'S Degree, History from Oklahoma State University.
Jonathan Perrin, Cfp® is listed with skills including Baseball, Sports Coaching, Public Speaking, Teaching, Interpersonal Skills, Athletics, Working With Children, and Time Management.
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