Jonathan Clark

Investment Advisor Representative

Jonathan Clark is a skilled professional, who works in Ohio Air National Guard Reserve on the position of Ssgt from 1998. Jonathan gained professional experience in more than two positions at different companies. Jonathan Clark went to the The American College of Financial Services and was studying from 2011 to 2015. Cleveland, Ohio is the city, where the professional was lastly known to be located. This professional's phone number and email are accessed through this website by request.
Name variants:
Jon Clark, Jonny Clark
Last updated May 28, 2024

Contact Information

Last Update
Jul 1, 2022
Email
jc**@brookstoneadvisor.com
Location
Cleveland, OH
Company
Ohio Air National Guard Reserve

Work History

Ssgt

Lahm Ohio Air National Guard Base in Mansfield, Ohio.
May 1998 — Oct 2004

Investment Advisor Representative

Investments, IRA, Roth IRA, Annuity, Life Insurance, and Long-Term Care Ohio Partnership
from Apr 2003

Occupations

Advisor
Representative
Military
Staff Sergeant
Accountant
Finance and Accounting Specialist
Accounting Bookkeeper
Bookkeeper

Skills

Wealth Management
401K Rollovers
Iras
Investments
Fixed Annuities
Life Insurance
Long Term Care
Public Speaking
Roth Ira
Leadership
Strategic Financial Planning
Insurance
Disability Insurance
Retirement Planning
Etfs
Mutual Funds
Bonds
Marketing
Client Development
Client Relations
New Client Acquisitions
Sales Prospecting
Qualifying Prospects
Sales Process
Sales Presentations
Product Presentation
Cold Calling
Trade Shows
Microsoft Word
Microsoft Excel
Key Client Relationships
Sales and Marketing
Account Management
Customer Service
Microsoft Office
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