Jonathan Thomason

Director Of Financial Planning at Agile Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Northville, Michigan, United States, US
Skills

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Bio

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Credentials

  • Life & Health Insurance
    -
  • RICP Retirement Income Certified Professional
    The American College of Financial Services
  • Series 66
    -
  • Series 7
    -

Experience

  • Agile Wealth Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director Of Financial Planning
      • Oct 2020 - Present
  • TD Ameritrade
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Consultant
      • Feb 2018 - Oct 2020
  • Scottrade
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Investment Consultant
      • Dec 2013 - Feb 2018
  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Mar 2013 - Oct 2013

Education

  • Kansas State University
    Personal Financial Planning
    2019 - 2021
  • The American College of Financial Services
    RICP, Retirement Income planning
    2017 - 2018
  • Bryant University
    CFP, Certified Financial Planner
    2018 - 2020
  • Davenport University
    2010 - 2013

Community

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