Jonathan Sweet, AAMS™, APMA™, AWMA℠, CRPC™, CRPS™
Financial Advisor at Premier Wealth Partners, A private wealth advisory practice of Ameriprise Financial, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Pittsburgh Region
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Credentials
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Accredited Portfolio Management Advisor
College for Financial PlanningMar, 2021- Oct, 2024 -
Chartered Retirement Plans Specialist
College for Financial PlanningMar, 2021- Oct, 2024 -
Accredited Asset Management Specialist
College for Financial PlanningDec, 2020- Oct, 2024 -
Accredited Wealth Management Advisor
College for Financial PlanningDec, 2020- Oct, 2024 -
Chartered Retirement Planning Counselor
College for Financial PlanningDec, 2020- Oct, 2024
Experience
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Premier Wealth Partners, A private wealth advisory practice of Ameriprise Financial, LLC
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Feb 2022 - Present
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Financial Advisor
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Jan 2019 - Jan 2022
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F.N.B. Corporation
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United States
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Financial Services
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700 & Above Employee
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Personal Banking Representative
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Jul 2018 - Jan 2019
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Teller
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Jun 2017 - Jul 2018
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KeyBank
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United States
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Banking
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700 & Above Employee
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Teller
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Nov 2016 - Apr 2017
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College Works Painting
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United States
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Construction
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300 - 400 Employee
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Branch Manager
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Sep 2015 - Aug 2016
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Accounting Intern
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Oct 2014 - Apr 2016
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Education
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University of Pittsburgh College of Business Administration
Bachelor of Business Administration - BBA, Accounting -
Kennett High School
High School Diploma/GED
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