Erik Bjorvik

Chief Investment Officer & Sr Vice President - Jkj Financial Services @Johnson Kendall Johnson

Portland, OR, US
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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