Jonathan Mesok
Vice President, Private Client Senior Financial Advisor at Citizens Wealth Management
- Role
- Private Client Senior Financial Advisor at Citizens
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Jonathan Mesok
I have been in the investment services industry since 2001 and with Citizens Investment…
Experience
Private Client Senior Financial Advisor
Nov 2022 — Present
I have been in the investment services industry since 2001 and with Citizens Investment Services since 2007. I have received advanced training in portfolio construction and management, retirement income planning as well as estate and succession planning for families and small businesses. With a diverse set of skills and knowledge I have been able to help hundreds of families in northeast Ohio and nationwide achieve their financial goals.Qualifications:Holds securities licensees, Series 7 and Series 66 and registered to conduct business in 20 states. Also licensed in multiple states for Life, Health, Disability and Long-Term Care Insurance. Also a Certified Retirement Counselor - CRC and a registered Investment Adviser Representative through the SEC.
Education
Kent State University
Finance, General
2000 — 2004
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