Erik Bjorvik
Senior professional experienced in growing investment advisory organizations
- Role
- Chief Investment Officer & Sr Vice President - Jkj Financial Services at Johnson Kendall Johnson
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Erik Bjorvik
I joined M Financial Group as a Project Manager in 2005 to develop a unique turnkey…
Experience
Chief Investment Officer & Sr Vice President - Jkj Financial Services
May 2024 — Present · Newtown, PA, US
Provide leadership for all aspects of the Firm\'s wealth management offering, including investment philosophy/research, trading, reporting, operations, and sales support.
Education
University of Oregon
B.S.
1988 — 1992
Skills
- Project Management
- Investments
- Wealth Management
- Program Management
- Retirement Planning
- Series 63
- Finra
- 401k
- Strategic Communications
- Relationship Management
- Retirement
- Strategic Financial Planning
- Mutual Funds
- Wealth Management Services
- Estate Planning
- Wealth
- Investment Advisory
- Series 7
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