Jonathon Matson
Associate Director, Retirement Plan Services
- Role
- Associate Director, Retirement Plan Services at EP Wealth Advisors
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Associate Director, Retirement Plan Services
Mar 2025 — Present · Phoenix, AZ, US
Education
Arizona State University
BS, Marketing
2001 — 2005
Skills
- Retirement
- Qualified Retirement Plans
- Profit Sharing
- Series 63
- Relationship Management
- Mutual Funds
- Defined Benefit
- Financial Services
- Pensions
- Separately Managed Accounts
- Defined Contribution
- 401k
- Series 6
- Retirement Plan Consulting
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