Jonathan Brice, CFP®

Wealth Advisor at ProEast Asset Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Boston, Massachusetts, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Nov 2019 - Present

      Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​ Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Investor Services
      • Nov 2017 - Jul 2019

    • United States
    • Non-profit Organizations
    • 300 - 400 Employee
    • President of the Beta Kappa Chapter
      • May 2015 - Nov 2017

      Outstanding Grand Master Award - 2016 Leadership Conference Outstanding District Award - 2016 Outstanding Grand Master Award - 2016 Leadership Conference Outstanding District Award - 2016

    • United States
    • Internet Publishing
    • 1 - 100 Employee
    • Corporate Consulting Intern
      • Jan 2016 - Jan 2017

      Conducting market research in the public safety sector. Analysis of the competitive landscape. Analysis of potential investments. Effective handling of sensitive, proprietary information. Conducting market research in the public safety sector. Analysis of the competitive landscape. Analysis of potential investments. Effective handling of sensitive, proprietary information.

Education

  • UNH Peter T. Paul College of Business and Economics
    Economics B.S. Psychology Minor, Economics
    2013 - 2017
  • University of New Hampshire - Whittemore School of Business and Economics
    Major/Minor: Economics, Psychology
    2013 - 2017
  • Universitat de Barcelona
    Study Abroad - Summer 2016, International Marketing
  • University of Roehampton
    Study Abroad - Summer 2016, Psychology

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