Jonathan Snee APFS, ACSI

Chartered Financial Planner & Wealth Manager at Raymond James, East Yorkshire
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • English -
Skills

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Bio

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Credentials

  • Advanced Diploma in Financial Planning
    Chartered Insurance Institute
    Apr, 2021
    - Nov, 2024
  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Apr, 2017
    - Nov, 2024
  • Discretionary Investment Management
    Chartered Insurance Institute
    Apr, 2015
    - Nov, 2024
  • Diploma in Investment Advice
    Chartered Institute for Securities & Investment (CISI)
    Mar, 2015
    - Nov, 2024

Experience

  • Raymond James Investment Services, East Yorkshire
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Chartered Financial Planner & Wealth Manager
      • Mar 2015 - Present

      Jonathan is focused on delivering a proactive and personalised Wealth Management service, providing local advice based on international research to individuals in the East Yorkshire area.

    • Trainee Wealth Manager
      • Feb 2014 - Mar 2015

      Throughout his time as a trainee Jonathan gained, both theoretical and practical knowledge, through his studies and shadowing the Branch Principal.

Education

  • Hymers College
    A levels
    2003 - 2010
  • Northumbria University
    Bachelor's Degree, Business with Economics
    2010 - 2013

Community

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