Jonathan Pittman
Riverview,FL
Summary
Highly motivated Financial Advisor that educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Edward Jones
2022.08 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Collaborated with team members to streamline processes and improve overall client experience.
Client Support Team Member
Edward Jones
2021.01 - 2022.08
Education
MBA - Business Management
Maryville University of Saint Louis
St Louis, MO12.2022
Bachelor of Arts - Political Science
Florida Gulf Coast University
Fort Myers, FL05.2020
Skills
- Investment advice
- Relationship building and management
- Retirement planning
- Financial Advising
- Sales and Marketing
- Risk Assessment
- Leadership and Delegation
- Debt management
Accomplishments
- Edward Jones Region Diversity and Inclusion Chair (2024)
- Alzheimer's Walk Regional Coordinator (2022, 2024)
- Prospecting Award- Awarded to Financial Advisors who generate a certain level of revenue in their first 12 months
Certification
- Series 66 License - North American Securities Administrators Association and FINRA.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Accredited Asset Management Specialist (AAMS) - College for Financial Planning.
- Insurance Licenses, Life, Health, and Annuities – Florida Department of Insurance.
Timeline
Financial Advisor
Edward Jones
2022.08 - Current
Client Support Team Member
Edward Jones
2021.01 - 2022.08
- Series 66 License - North American Securities Administrators Association and FINRA.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Accredited Asset Management Specialist (AAMS) - College for Financial Planning.
- Insurance Licenses, Life, Health, and Annuities – Florida Department of Insurance.
MBA - Business Management
Maryville University of Saint Louis
Bachelor of Arts - Political Science
Florida Gulf Coast University
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