Jonathan Slater, Cfp® Email and Phone Number
Jonathan Slater, Cfp® work email
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Jonathan Slater, Cfp® personal email
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.
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Wealth AdvisorBayview Private Wealth May 2019 - PresentDestin, Florida, Us
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Wealth AdvisorLpl Financial Jun 2014 - May 2019San Diego, Ca, Us -
Sales AssistantLpl Financial Mar 2013 - Jun 2014San Diego, Ca, Us
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Wealth AdvisorFirst City Bank Of Florida Jun 2014 - May 2019*, Us -
Sales AssistantFirst City Bank Of Florida Mar 2013 - Jun 2014*, Us
Jonathan Slater, Cfp® Education Details
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Troy UniversityGeneral
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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