Jonathan Gillam

Financial Planning | Dedicated to Guiding Clients Toward Financial Goals with Integrity and Expertise

Role
Financial Planning Associate at Blue Trust
Location
Seattle, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jonathan Gillam

Blue Trust advisors apply biblical wisdom and technical expertise to help clients make…

Experience

  1. Financial Planning Associate

    Blue Trust

    Aug 2024 — Present · Bothell, WA, US

Education

  • Corporate Finance Institute® (CFI)

    Financial Modeling & Valuation Analyst (FMVA®)

    2020 — 2020

  • The Master's University

    Bachelor of Business Administration - BBA, Concentrations in Finance & Management

    2016 — 2020

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Jonathan Gillam — Financial Planning Associate at Blue Trust in Seattle, WA, US | Unifers