Jonathan Slater, Cfp®

Jonathan Slater, Cfp® Email and Phone Number

Wealth Advisor at BayView Private Wealth @ BayView Private Wealth
Jonathan Slater, Cfp®'s Location
Crestview-Fort Walton Beach-Destin Area, United States, United States
Jonathan Slater, Cfp®'s Contact Details

Jonathan Slater, Cfp® personal email

n/a
About Jonathan Slater, Cfp®

I have been serving local families along the Emerald Coast in my role as Wealth Advisor for almost a decade with the BayView team. I graduated from Troy University in 2012 with a Bachelor of Science Degree in Business Administration majoring in Finance and shortly thereafter joined the wealth management industry as a licensed financial advisor. In my role at BayView, I meet with clients and their families to fully address their financial goals and needs while also assisting the team in conducting investment management, financial planning and technology integration.Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Jonathan Slater, Cfp®'s Current Company Details
BayView Private Wealth

Bayview Private Wealth

View
Wealth Advisor at BayView Private Wealth
Jonathan Slater, Cfp® Work Experience Details
  • Bayview Private Wealth
    Wealth Advisor
    Bayview Private Wealth May 2019 - Present
    Destin, Florida, Us
  • Lpl Financial
    Wealth Advisor
    Lpl Financial Jun 2014 - May 2019
    San Diego, Ca, Us
  • Lpl Financial
    Sales Assistant
    Lpl Financial Mar 2013 - Jun 2014
    San Diego, Ca, Us
  • First City Bank Of Florida
    Wealth Advisor
    First City Bank Of Florida Jun 2014 - May 2019
    *, Us
  • First City Bank Of Florida
    Sales Assistant
    First City Bank Of Florida Mar 2013 - Jun 2014
    *, Us

Jonathan Slater, Cfp® Education Details

  • Troy University
    Troy University
    General

Frequently Asked Questions about Jonathan Slater, Cfp®

What company does Jonathan Slater, Cfp® work for?

Jonathan Slater, Cfp® works for Bayview Private Wealth

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

Jonathan Slater, Cfp®'s current role is Wealth Advisor at BayView Private Wealth.

What is Jonathan Slater, Cfp®'s email address?

Jonathan Slater, Cfp®'s email address is jo****@****lpl.com

What schools did Jonathan Slater, Cfp® attend?

Jonathan Slater, Cfp® attended Troy University.

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