Jonathan Murphy
Private Wealth Advisor - West Private Wealth Management powered by Cambridge Investment Research
- Role
- Managing Partner, Private Wealth Advisor at Cambridge Investment Research, Inc.
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Jonathan Murphy
As a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant® professional leading…
Experience
Managing Partner, Private Wealth Advisor
Cambridge Investment Research, Inc.
Apr 2025 — Present · Irvine, CA, US
Education
San Diego State University
Executive Financial & Tax Planning, Capital Market Investments, Tax, Insurance & Estate Planning
2014 — 2014
CSUSM College of Business
Business Administration, Finance
2003 — 2006
CSUSM College of Business
CFP®, Finance and Financial Management Services
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