Jonathan Soden

Jonathan Soden Email and Phone Number

Jonathan Soden's Location
Allentown, Pennsylvania, United States, United States
Jonathan Soden's Contact Details
About Jonathan Soden

I'm an Allentown-based financial advisor and small business owner. My financial services career began when I joined Legg Mason as a financial advisor in 2002, soon after selling my previous business - Body Dynamics. While the Magellan Financial team focus is on financial and wealth planning, I specialize in investment management and small business retirement plans. I have been actively investing since college, when I served as a member of the Amhrein Investment Club.In my free time I am actively involved in the Bethlehem Food Co-op as well as an avid runner, cyclist, and triathlete. I compete in both running and triathlons, and have completed more than 25 full marathons and 6 full Ironman triathlons.This information is intended for use by residents of AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, PA, SC, SD, TX, UT, VA, VT, WA, WI, and WY only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Jonathan Soden's Current Company Details
Magellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial Network

Magellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial Network

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Partner at Magellan Financial, Inc.
Jonathan Soden Work Experience Details
  • Magellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial Network
    Partner
    Magellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial Network Dec 2009 - Present
    At Magellan Financial we work with individuals and small business owners to help them achieve their lifestyle and financial goals.
  • Smith Barney
    Financial Advisor
    Smith Barney Oct 2001 - Dec 2009
    I started my advisory career with Legg Mason before the merger with Smith Barney in 2006.
  • Body Dynamics, Inc.
    Owner/Operator
    Body Dynamics, Inc. Jan 1992 - Mar 2001
    Bethlehem, Pa
    My early career was focused on my first business, a health club facility. Designed and built from the ground up, I owned and operated my facility as a sole proprietor for almost 10 years, before selling it in Mach 2001.

Jonathan Soden Skills

Investment Planning Investment Strategies Stock Analysis Mutual Funds 401k Rollovers Retirement Savings Small Business Finance Financial Services Investments Stock Valuation Retirement Planning Investment Analysis Wealth Preservation Planning

Jonathan Soden Education Details

  • The New School
    The New School
    Political Economic Development
  • Moravian College
    Moravian College
    Political Science And Government
  • Rowan University
    Rowan University
    Music Performance, Criminal Justice
  • Lakewood High School, Lakewood, Nj
    Lakewood High School, Lakewood, Nj

Frequently Asked Questions about Jonathan Soden

What company does Jonathan Soden work for?

Jonathan Soden works for Magellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial Network

What is Jonathan Soden's role at the current company?

Jonathan Soden's current role is Partner at Magellan Financial, Inc..

What is Jonathan Soden's direct phone number?

Jonathan Soden's direct phone number is +161039*****

What schools did Jonathan Soden attend?

Jonathan Soden attended The New School, Moravian College, Rowan University, Lakewood High School, Lakewood, Nj.

What skills is Jonathan Soden known for?

Jonathan Soden has skills like Investment Planning, Investment Strategies, Stock Analysis, Mutual Funds, 401k Rollovers, Retirement Savings, Small Business, Finance, Financial Services, Investments, Stock Valuation, Retirement Planning.

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