Jonathan A. Beaver

Analyst-Equity chez Wintrust Investments LLC

Profil

Mr. Jonathan A.
Beaver is Financial Advisor at Wayne Hummer Investments LLC.
He works with the Brad Walker team and his responsibilities include asset allocation, portfolio management, research, and creating financial reviews.
He is committed to client satisfaction and dedicated to providing high-level attention and appropriate investment options to help clients achieve their goals.
He has over 20 years of experience in the financial services industry with more than half of that time spent at Wintrust Wealth Management.
Prior to joining Wayne Hummer Investments, Mr. Beaver spent four years in the Retirement Planning Department and seven years with the Correspondent Bank Division and Support Team in various capacities.
He holds a bachelor’s degree from the University of Dayton, an MBA in Finance and Economics from Loyola University, and a Paralegal Certificate from Roosevelt University.
He also holds FINRA Series 7 and 66 Licenses.

Postes actifs de Jonathan A. Beaver

Sociétés	Poste	Début
Wintrust Investments LLC	Analyst-Equity	01/02/2013

Formation de Jonathan A. Beaver

University of Dayton

Undergraduate Degree