Jonathan M. Berkeley

Financial Services Consultant | Retirement Planning, Wealth Management Services, Investment Planning, Latino resource for Federal/State benefits

Role
Financial Services Consultant at Equitable
Location
Austin, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jonathan M. Berkeley

I work with families, professionals, and business owners who want clarity, structure, and…

Experience

  1. Financial Services Consultant

    Equitable

    Nov 2022 — Present · Austin, TX, US

Education

  • St.Edward's University

    Bachelor of Business Administration - BBA, Business Administration and Management, General

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Jonathan M. Berkeley — Financial Services Consultant at Equitable in Austin, TX, US | Unifers