Jonathan has been a financial professional since 1997 and has a passion for what he does. He loves seeing smiles on clients when a major weight is taken off of their shoulders, and they realize they are able to have the lifestyle and accomplish the goals they have envisioned. He believes that the foundation of his business is to help prospects and clients figure out their dreams and goals, while helping them to put those ideas into motion. When asked about the three words that best represent Avenues to Wealth, the three that he feels represents himself and the Avenues to Wealth team are: Passionate, Fun, and Approachable.Jonathan has been married to his beautiful wife, Phyllis, for 20 years. They have two children, Darci who is 17 years old, and Tristan who is 11 years old. In addition, they have a Golden Retriever, Maximus, who visits the office from time to time. Jonathan loves being outdoors and gardening, skiing and hiking in the mountains. He enjoys woodworking and cheering on the Broncos and Rockies.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Avenues to Wealth Financial Advisors and Cambridge are not affiliated.Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Avenues To Wealth Financial Advisors
-
Avenues To Wealth Financial AdvisorsFort Collins, Co, Us
-
Financial AdvisorAvenues To Wealth Financial Advisors Dec 2020 - Present401(k) Consultant * Investment Advisor * Private Wealth Manager * Business Succession Consultant * 401(k) & IRA Rollover
-
Financial AdvisorValenta Capital Management Oct 2016 - Dec 2020Westminster, Co, UsAt Valenta Capital Management we work closely with Business Owners, Human Resources Professionals, and anyone else involved with the oversight of their company's retirement plan to help make sure that the plans are "healthy" from head-to-toe, and we foster the success of the plan through employee communication and education. Through this process, we also provide individualized Private Wealth Management including Investment and Retirement Saving strategies, Retirement Income Planning, as well as Business Succession Planning. -
Wealth ManagerGoodwin Financial Dec 2008 - Sep 2016
Frequently Asked Questions about Jonathan Neher
What company does Jonathan Neher work for?
Jonathan Neher works for Avenues To Wealth Financial Advisors
What is Jonathan Neher's role at the current company?
Jonathan Neher's current role is Financial Advisor at Avenues to Wealth Financial Advisors.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial