![Jonathan A. Beaver](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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
 Wintrust Investments LLC Investment ManagersFinance WTI’s methods of analysis are usually based on both fundamental and quantitative research and other independent research for programs they maintain discretionary authority or makes investment recommendations. The firm’s investment strategies include income; growth and income; and growth. These three strategies are offered along a risk spectrum that includes Conservative, Moderate and Aggressive. The firm also offers a Trading & Speculation approach in which investors seek out maximum return through a broad range of investment strategies, which generally involve a high level of risk, including potential for significant loss of investment capital. | Analyst-Equity | 01/02/2013 |
Formation de Jonathan A. Beaver
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
50
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wintrust Investments LLC
Wintrust Investments LLC Investment ManagersFinance WTI’s methods of analysis are usually based on both fundamental and quantitative research and other independent research for programs they maintain discretionary authority or makes investment recommendations. The firm’s investment strategies include income; growth and income; and growth. These three strategies are offered along a risk spectrum that includes Conservative, Moderate and Aggressive. The firm also offers a Trading & Speculation approach in which investors seek out maximum return through a broad range of investment strategies, which generally involve a high level of risk, including potential for significant loss of investment capital. | Finance |
University of Dayton
 University of Dayton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
