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Jonathan Brummer Cfa, Cfp® Email & Phone Number
Financial Planner and Portfolio Manager
at
Rexsolom Invest
1 work email found
@riscura.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner and Portfolio Manager
Location
City Of Johannesburg, Gauteng, South Africa
Company size
Who is Jonathan Brummer Cfa, Cfp®? Overview
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Quick answer
Jonathan Brummer Cfa, Cfp® is listed as Financial Planner and Portfolio Manager at Rexsolom Invest, a company with 4 employees, based in City Of Johannesburg, Gauteng, South Africa. AeroLeads shows a work email signal at riscura.com and a matched LinkedIn profile for Jonathan Brummer Cfa, Cfp®.
Jonathan Brummer Cfa, Cfp® previously worked as Senior Consultant at Riscura and Senior Financial Planning Specialist at Momentum Financial Planning. Jonathan Brummer Cfa, Cfp® holds Chartered Financial Analyst, Investments And Securities from Cfa Institute.
Company email context
Email format at Rexsolom Invest
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*@riscura.com
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AeroLeads found 1 current-domain work email signal for Jonathan Brummer Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jonathan Brummer Cfa, Cfp®
As Senior Consultant, my responsibilities include portfolio construction, manager research, tactical asset allocation and derivative strategies for large institutional asset owners, including retirement funds, medical aid schemes, and endowments. I currently manage the investment strategy for approximately R90bn in institutional assets.My current interests related to ML/AI and big data applications in investment management. I've recently obtained the CFA Data Science for Investment Professionals Certificate.Prior experience includes developing client value propositions and advising retail and institutional clients for over a decade. This includes research, strategy, design and implementation of CVP, financial planning tools, robo advice, CRM and investment administration platforms.I have an in-depth understanding of investment advice and financial planning in retail and institutional contexts. I am confident presenting on a range of topics.
Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, and 19 others.
Current workplace
Jonathan Brummer Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Rexsolom Invest
8 roles
Jonathan Brummer Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Consultant
Current- Asset Consultant to large Pension Funds and Medical Schemes totalling R80bn in assets - Determining the optimal strategic asset allocation based on a liability driven investment approach- Portfolio construction and manager allocation across asset classes, including mandate negotiation - Tactical asset allocation including hedging strategies through the.
Jan 2020 - Present
Senior Financial Planning Specialist
- Develop the advice and client value proposition across financial planning disciplines- Research, compile and implement advice houseviews- Strategic guidance on design of financial planning technology solutions- Present thought leadership content at internal conferences
Jul 2019 - Dec 2019
Head: Platform Design, Capabilities And Integration
- Responsible for the design of investment platform capabilities, local and international competitor research as well as improving platform competitiveness and efficiency- Contributed to the platform client value proposition development- Implemented a way of work that allows us to become more attuned and responsive to client demands as well as reducing.
Nov 2017 - Jun 2019
Head: Financial Planning Best Practice
- Responsible for the development of the client advice value proposition (CVP) for PPS Financial Planning- Designed and implemented Robo Advice tool and process- Defined and developed the Advice Philosophy and Process including a new goal discovery process and tool- Aligned and industrialised the Advice Process across multiple internal channels.
Jan 2017 - Oct 2017
Advice Architect
- Owned and designed the proprietary Acsis lifestyle financial planning tool - a detailed, holistic, cashflow-based planning tool- Developed advice houseviews on investment topics including phasing in, safe drawdown rates, investment vehicles and more- Quantitative research (Monte Carlo simulation) on safe drawdown rates leading the development of a.
Aug 2010 - Dec 2016
Institutional Asset Consultant
Acsis Ltd
- Consulted to a portfolio of employer funds including investment strategy development, performance reporting and member education- Instrumental in simplifying our reporting to be more understandable by pension fund members
Jun 2009 - Jul 2010
Analyst
Variety of roles across the business including Retail Banking, International Banking, Investment Product House and First Rand Bank India (start-up)
Jan 2007 - May 2009
9 education records
Jonathan Brummer Cfa, Cfp® education
Chartered Financial Analyst, Investments And Securities
Cfa Institute
Investment Management With Python And Machine Learning
Postgraduate Diploma In Financial Planning, Financial Planning And Services
Bachelor Of Commerce (B.Com.), Investment Management
Bachelor Of Science (B.Sc.), Mathematics And Economics
Programme For Management Development
Regulatory Exams: Representatives (Re5)
Financial Planning Institute
Level 1 Results Life Coach
Results Coaching
Registered Persons Exam (Rpe)
Saifm
FAQ
Frequently asked questions about Jonathan Brummer Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jonathan Brummer Cfa, Cfp® work for?
Jonathan Brummer Cfa, Cfp® works for Rexsolom Invest.
What is Jonathan Brummer Cfa, Cfp®'s role at Rexsolom Invest?
Jonathan Brummer Cfa, Cfp® is listed as Financial Planner and Portfolio Manager at Rexsolom Invest.
What is Jonathan Brummer Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @riscura.com for Jonathan Brummer Cfa, Cfp® at Rexsolom Invest.
Where is Jonathan Brummer Cfa, Cfp® based?
Jonathan Brummer Cfa, Cfp® is based in City Of Johannesburg, Gauteng, South Africa while working with Rexsolom Invest.
What companies has Jonathan Brummer Cfa, Cfp® worked for?
Jonathan Brummer Cfa, Cfp® has worked for Rexsolom Invest, Riscura, Momentum Financial Planning, Momentum, and Pps Financial Planning.
How can I contact Jonathan Brummer Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Jonathan Brummer Cfa, Cfp® at Rexsolom Invest, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Brummer Cfa, Cfp® attend?
Jonathan Brummer Cfa, Cfp® holds Chartered Financial Analyst, Investments And Securities from Cfa Institute.
What skills is Jonathan Brummer Cfa, Cfp® known for?
Jonathan Brummer Cfa, Cfp® is listed with skills including Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Customer Service, Research, Outlook, and English.
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