Trusted Advisor To 1099 Income Earners
Current
Oct 2019 - Present
AeroLeads people directory · profile
Jonathan Tate Mcmullen, Cfp®, Ea Email & Phone Number
Personal CFO to business owners | weobs.com
at
The Wealth Observatory
1 work email found
@ariannacapital.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Personal CFO to business owners | weobs.com
Location
Dallas, Texas, United States
Who is Jonathan Tate Mcmullen, Cfp®, Ea? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan Tate Mcmullen, Cfp®, Ea is listed as Personal CFO to business owners | weobs.com at The Wealth Observatory, based in Dallas, Texas, United States. AeroLeads shows a work email signal at ariannacapital.com and a matched LinkedIn profile for Jonathan Tate Mcmullen, Cfp®, Ea.
Jonathan Tate Mcmullen, Cfp®, Ea previously worked as Trusted Advisor to 1099 Income Earners at The Wealth Observatory and Wealth & Tax Planner at Wisniewski Wealth Management. Jonathan Tate Mcmullen, Cfp®, Ea holds Bs, Economics With Finance Applications from Southern Methodist University.
Company email context
Email format at The Wealth Observatory
This section adds company-level context without repeating Jonathan Tate Mcmullen, Cfp®, Ea's masked contact details.
*@ariannacapital.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Tate Mcmullen, Cfp®, Ea. Compare company email patterns before reaching out.
Profile bio
About Jonathan Tate Mcmullen, Cfp®, Ea
Jonathan Tate Mcmullen, Cfp®, Ea is a Personal CFO to business owners | weobs.com at The Wealth Observatory. He possess expertise in financial advisory, financial planners, personal tax planning, cash flow, portfolio management and 14 more skills.
Listed skills include Financial Advisory, Financial Planners, Personal Tax Planning, Cash Flow, and 15 others.
Current workplace
Jonathan Tate Mcmullen, Cfp®, Ea's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles · 12 years
Jonathan Tate Mcmullen, Cfp®, Ea work experience
A career timeline built from the work history available for this profile.
Wealth & Tax Planner
Jan 2012 - Oct 2019
Internship
Aug 2011 - Dec 2011
Lead Tax Advisor
Arianna Tax Advisors
Filed 80+ 1040, 1120, 1065, and 990 tax returns in the 2014 & 2015 tax seasons and handle the bookkeeping and payroll for 15+ companies and their employeesPerformed IRS representation for multiple companies leading to resolution in tax matters and delinquencies
2014 - 2016
~2 yrs
2 education records
Jonathan Tate Mcmullen, Cfp®, Ea education
Bs, Economics With Finance Applications
Education record
FAQ
Frequently asked questions about Jonathan Tate Mcmullen, Cfp®, Ea
Quick answers generated from the profile data available on this page.
What company does Jonathan Tate Mcmullen, Cfp®, Ea work for?
Jonathan Tate Mcmullen, Cfp®, Ea works for The Wealth Observatory.
What is Jonathan Tate Mcmullen, Cfp®, Ea's role at The Wealth Observatory?
Jonathan Tate Mcmullen, Cfp®, Ea is listed as Personal CFO to business owners | weobs.com at The Wealth Observatory.
What is Jonathan Tate Mcmullen, Cfp®, Ea's email address?
AeroLeads has found 1 work email signal at @ariannacapital.com for Jonathan Tate Mcmullen, Cfp®, Ea at The Wealth Observatory.
Where is Jonathan Tate Mcmullen, Cfp®, Ea based?
Jonathan Tate Mcmullen, Cfp®, Ea is based in Dallas, Texas, United States while working with The Wealth Observatory.
What companies has Jonathan Tate Mcmullen, Cfp®, Ea worked for?
Jonathan Tate Mcmullen, Cfp®, Ea has worked for The Wealth Observatory, Wisniewski Wealth Management, Arianna Capital, and Arianna Tax Advisors.
How can I contact Jonathan Tate Mcmullen, Cfp®, Ea?
You can use AeroLeads to view verified contact signals for Jonathan Tate Mcmullen, Cfp®, Ea at The Wealth Observatory, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Tate Mcmullen, Cfp®, Ea attend?
Jonathan Tate Mcmullen, Cfp®, Ea holds Bs, Economics With Finance Applications from Southern Methodist University.
What skills is Jonathan Tate Mcmullen, Cfp®, Ea known for?
Jonathan Tate Mcmullen, Cfp®, Ea is listed with skills including Financial Advisory, Financial Planners, Personal Tax Planning, Cash Flow, Portfolio Management, Tax, Investments, and Small Business Tax.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial