Jonathan Helton
Senior Wealth Management Advisor at T2 Asset Management
- Role
- Senior Wealth Management Advisor at T2 Asset Management, Llc
- Location
- Coronado, CA, US
- LinkedIn followers
- 500 followers
About Jonathan Helton
I enjoy empowering people to accomplish what they want to do. If you need an…
Experience
Senior Wealth Management Advisor
Oct 2013 — Present · Naperville, IL, US
At T2 Asset Management we have a proprietary investment model designed not only to grow assets over time but also protect them when markets falter. We utilize Charles Schwab as our accounts custodian.I provide the personalized financial planning people need to meet important life goals, like retirement, education costs, and other major life events. I have a Chartered Retirement Planning Counselor® designation.
Education
Wheaton College
B.A.
2004 — 2006
Florida State College at Jacksonville
Associate of Arts (AA)
2002 — 2004
Skills
- Securities
- Estate Planning
- Retirement
- Strategic Financial Planning
- 401k Rollovers
- Finance
- Asset Allocation
- Banking
- Mutual Funds
- Wealth
- Financial Advisory
- Uniform Combined State Law
- Investment Advisory
- Financial Analysis
- Personal Financial Planning
- Investments
- Retirement Planning
- Portfolio Management
- Financial Planning
- Wealth Management
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