Jon Chambers
Managing Director at SageView Advisory Group
- Role
- Managing Director at Sageview Advisory Group
- Location
- North Bend, WA, US
- LinkedIn followers
- 500 followers
About Jon Chambers
Mr. Chambers is an investment consultant to retirement plan sponsors, including publicly…
Experience
Managing Director
Apr 2014 — Present · Seattle, WA, US
Jon is a lead ERISA investment consultant responsible for advising retirement plan sponsors on plan design, compliance and investment consulting issues. He monitors and analyzes retirement program performance, and helps plan sponsors determine how to help their employees derive maximum benefit from these programs. He serves clients in a fiduciary capacity, and helps plan sponsor clients satisfy their own fiduciary duties.
Education
University of California, Berkeley
Bachelor of Arts
1981 — 1985
Skills
- Series 24
- Pensions
- Retirement
- Pension Administration
- Fiduciary
- Pension Funds
- Qualified Retirement Plans
- Investment Strategies
- Financial Advisory
- Series 63
- Securities
- Asset Management
- Series 7
- Employee Benefits
- Defined Contribution
- 401k
- Asset Allocation
- Retirement Plan Consulting
- Investment Management
- Defined Benefit
- Etfs
- Erisa
- Mutual Funds
- Investments
- Retirement Planning
- Plan Administration
- Alternative Investments
- Risk Management
- Profit Sharing
- Finance
- Investment Policy
- Wealth Management
- Investment Advisory
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