Nathan Lochstampfor

Financial Planning Associate at JFS Wealth Advisors
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Greater Harrisburg Area

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Series 65
    NASAA
    May, 2023
    - Nov, 2024
  • Microsoft Office Specialist: Excel Associate (Office 2019)
    Microsoft
    Nov, 2022
    - Nov, 2024
  • Microsoft Collaboration: SharePoint, Teams, and Groups
    LinkedIn
    Oct, 2020
    - Nov, 2024
  • Word Essential Training (Office 365/Microsoft 365)
    LinkedIn
    Sep, 2020
    - Nov, 2024
  • Microsoft Teams Essential Training
    LinkedIn
    Aug, 2020
    - Nov, 2024

Experience

  • JFS Wealth Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Associate
      • Jun 2023 - Present

    • Client Relationship Specialist
      • Jan 2023 - Jun 2023

  • LifeGuide Financial Advisors, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Intern
      • Jun 2022 - Aug 2022

  • Grove City College
    • United States
    • Higher Education
    • 400 - 500 Employee
    • Resident Assistant
      • Aug 2021 - May 2022

  • First Commonwealth Bank
    • Banking
    • 700 & Above Employee
    • Intern
      • May 2021 - Aug 2021

  • Lochstampfor Funeral Home Inc
    • United States
    • Consumer Services
    • Employee
      • Jun 2015 - Dec 2020

  • U.S. Soccer Federation
    • United States
    • Spectator Sports
    • 700 & Above Employee
    • Referee
      • Jan 2015 - Dec 2020

      Learned to handle mass confrontation as well as handling precarious individuals Learned to handle mass confrontation as well as handling precarious individuals

  • Fort Richie Community Center
    • Cascade, Maryland
    • Front Desk Representative
      • Jan 2019 - Aug 2019

      Developed skills of using a cash register and sales while learning about the non-profit sector. Developed skills of using a cash register and sales while learning about the non-profit sector.

  • B&D Landscaping
    • Waynesboro, Pennsylvania
    • Lanscaper
      • Jun 2017 - Aug 2017

Education

  • Grove City College
    Bachelor's degree, Finance, General
    2019 - 2022
  • Waynesboro Area Senior High School
    2015 - 2019

Community

You need to have a working account to view this content. Click here to join now