Jonathan G.

Wealth Manager at Garde Capital
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • French Native or bilingual proficiency
  • English Native or bilingual proficiency
  • Russian Limited working proficiency
  • German Elementary proficiency

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Bio

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Credentials

  • Chartered Retirement Planning Counselor (CRPC®)
    College for Financial Planning
    Mar, 2023
    - Nov, 2024
  • Series 66
    NASAA
    Feb, 2022
    - Nov, 2024
  • Series 7
    FINRA
    Jan, 2022
    - Nov, 2024
  • Securities Industry Essentials (SIE)
    FINRA
    Dec, 2021
    - Nov, 2024
  • WA Life Producer
    Washington State Office of the Insurance Commissioner
    Dec, 2021
    - Nov, 2024

Experience

  • Garde Capital, Inc.
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Wealth Manager
      • Apr 2022 - Present

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Premier Banker
      • Oct 2021 - Apr 2022

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Banking Specialist
      • Sep 2020 - Oct 2021

  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • Relationship Manager
      • Mar 2019 - Sep 2020

  • KeyBank
    • United States
    • Banking
    • 700 & Above Employee
    • Personal Banker
      • Apr 2018 - Mar 2019

  • INFINITI Motor Company
    • Japan
    • Motor Vehicle Manufacturing
    • 400 - 500 Employee
    • Salesman
      • Oct 2017 - Dec 2017

  • Societe Generale
    • France
    • Banking
    • 700 & Above Employee
    • Financial Advisor
      • Sep 2012 - Oct 2014

  • LCL
    • France
    • Banking
    • 700 & Above Employee
    • Personal Banker
      • Sep 2011 - Sep 2012

Education

  • University of California, Los Angeles
    International Trade and Commerce Certificate, with Honors, International Business/Trade/Commerce
    2015 - 2016
  • Universite de Lorraine
    Bachelor's Degree, Finance, Banking and Insurance
    2008 - 2012
  • Universite de Lorraine
    Associate's Degree, Economics and Foreign Languages (English/Russian)
    2009 - 2011

Community

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