Erik Bjorvik
Chief Investment Officer & Sr Vice President - Jkj Financial Services @Johnson Kendall Johnson
Portland, OR, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2024 — Present
Chief Investment Officer & Sr Vice President - Jkj Financial Services @Johnson Kendall Johnson
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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
1988 — 1992
University of Oregon
B.S.
SKILLS
Project ManagementInvestmentsWealth ManagementProgram ManagementRetirement PlanningSeries 63Finra401kStrategic CommunicationsRelationship ManagementRetirementStrategic Financial PlanningMutual FundsWealth Management ServicesEstate PlanningWealthInvestment AdvisorySeries 7
ABOUT ERIK BJORVIK
I joined M Financial Group as a Project Manager in 2005 to develop a unique turnkey…
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