Jonathan F. Wallace
Director, Equity & Allocation Strategies, Mutual Fund & ETF Research at Raymond James | CFA Tampa Bay President
- Role
- Director, Equity & Allocation Strategies, Mutual Fund & Etf Research at Raymond James
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
Experience
Director, Equity & Allocation Strategies, Mutual Fund & Etf Research
Jan 2025 — Present · St. Petersburg, FL, US
Education
University of Florida
Bachelor's Degree
2000
University of Florida
Master's Degree
2002
Skills
- 403b
- Iras
- Financial Services
- Series 7
- Defined Benefit
- Public Speaking
- Defined Contribution
- Series 63
- Asset Allocation
- Mutual Funds
- Finance
- Pensions
- 457b
- 401k
- Variable Annuities
- Retirement Planning
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