Jason Mcelwee has been a Managing Director, National Sales at Montage Investments since 2013. Additionally, this professional has an employment history at more than five companies in the relevant field. Jason has a total work experience of 20+ years. Jason Mcelwee studied at the Pittsburg State University. Now this expert lives in Pittsburg, Kansas region. Find Jason Mcelwee's current phone and email with our search.
Name variants:
Jayson Mcelwee,
Jay Mcelwee
Last updated May 24, 2024
Contact Information
Last Update
Jul 6, 2022
Email
ja**@marinerwealthadvisors.com
Location
Pittsburg, KS
Company
Workplace
Colleagues
Work History
Managing Director, National Sales
Lenexa, KS
Montage Investments supports financial professionals with a wide range of customized solutions witha goal of helping them grow their business, manage their practice and, most importantly, de...
Jan 2013 — Sep 2016
Co-Founder and Partner and Senior Wealth Consultant
5700 west 112Th St SUITE 200, Overland Park, KS 66210
Successfully maintained and enhanced a large network of clients, prospects and business partners
Implemented investment solutions to solve client needs
Helped drive sales among wealth adv...
May 2006 — Dec 2012
Senior Vice President
Provided customized wealth management solutions for public and private corporations, high-net-worth individuals and their families, and charitable organizations
Drove sales to the organiza...
Jan 1995 — Apr 2006
Education
Occupations
Executive
Chief Executive Officer
Managers
Accountant
Finance and Accounting Specialist
Co-Founder
Partner
Counselor
Sales Specialist
Agent
Sales Agent
Advisor
Lawyer
Fiduciary
Manager
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Founder
Sales Representative
Trust Law Attorney
Lawyer
Operations Manager
Skills
Investments
Portfolio Management
Due Diligence
Alternative Investments
Retirement Planning
Strategic Financial Planning
Estate Planning
Mutual Funds
Strategic Planning
Wealth Management
Asset Allocation
Series 7
FAQs about Jason Mcelwee
What is the main profession of Jason Mcelwee?
The expert is a Managing Director.
What are the main profession of This expert?
These person's professions are Executive and Chief Executive Officer
Where does Jason Mcelwee currently live?
Pittsburg, Kansas is the place where Jason Mcelwee currently lives
Does the professional have the email address?
ja**@marinerwealthadvisors.com is The professional's email address.
How many companies did Jason Mcelwee work at?
The professional worked at five jobs.
What education does Jason Mcelwee have?
Jason studied at the Pittsburg State University.
Are there any industries, that Jason Mcelwee is connected to?
This person works in Financial Services industry.
Are there any special skills, that Jason Mcelwee has?
This person has the following skills: Investments, Portfolio Management, Due Diligence, Alternative Investments, Retirement Planning, Strategic Financial Planning, and Estate Planning.