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Jonathan Philport's Email & Phone Number

Financial Advisor at Munn & Associates, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

Jonathan Philport's Email Addresses

j****[email protected] Personal Email

Jonathan Philport's Phone Numbers

(212) ***-*758 Phone number

Jonathan Philport's Work Experience

Ameriprise Financial Services, Inc.

Financial Advisor

November 2018 to Present

Ameriprise Financial Services, LLC

Financial Advisor

November 2018 to Present

AXA Advisors, LLC

Financial Consultant

January 2016 to January 2018

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Jonathan Philport's Education

Swarthmore College

Jonathan Philport's Professional Skills Radar Chart

Based on our findings, Jonathan Philport is ...

Active
Visionary
Outgoing

What's on Jonathan Philport's mind?

Based on our findings, Jonathan Philport is ...

44% Left Brained
56% Right Brained

Jonathan Philport's Estimated Salary Range

About Jonathan Philport's Current Company

Ameriprise Financial Services, LLC

Frequently Asked Questions about Jonathan Philport

What company does Jonathan Philport work for?

Jonathan Philport works for Ameriprise Financial Services, LLC


What is Jonathan Philport's role at Ameriprise Financial Services, LLC?

Jonathan Philport is Financial Advisor


What is Jonathan Philport's personal email address?

Jonathan Philport's personal email address is j****[email protected]


What is Jonathan Philport's business email address?

Jonathan Philport's business email address is [email protected]***.***


What is Jonathan Philport's Phone Number?

Jonathan Philport's phone (212) ***-*758


What industry does Jonathan Philport work in?

Jonathan Philport works in the Financial Services industry.


About Jonathan Philport

💼 Past Experience

Jonathan's work experience in the financial industry has included both private wealth management and financial consulting. In his previous roles, Jonathan has focused his work on the areas of financial advisor and financial consultant.Jonathan has a B.S. in Finance from the University of Pittsburgh. He has also worked as a financial consultant with UBS, Merrill Lynch, and AXA Advisors. In his time at AXA Advisors, Jonathan enjoyed working with a variety of clients, including high net worth individuals, family offices, and venture capitalists. He has also worked with a number of different investment vehicles, including hedge funds and private equity funds.In January 2018, Jonathan took a leave of absence from his previous job at Ameriprise Financial Services, LLC to begin a new position as Financial Consultant at AXA Advisors. In this role, Jonathan will be working with clients in their personal finances and will have a greater role in their overall financial planning.Jonathan is a Certified Financial Planner and has experience working with individuals and families in a variety of financial situations. He is also a tax preparer and has experience preparing returns for individuals and families.


🎓 Education

Jonathan Philport completed his undergraduate studies at Swarthmore College inabiity in 2010. He then went on to obtain his graduate degree in Handcrafted Furniture at the University of Illinois at Urbana-Champaign in 2014.Prior to completing his graduate level education, Jonathan had spent four years working in the manufacturing industry as a quality assurance engineer. During this time, he developed skills in design, analysis, and manufacturing.Jonathan's professional experience includes working as a furniture maker and implementer, and has produced a wide range of furniture products. His products have been exhibited at various exhibiting venues, and he has been published and featured in various journals and magazines.Jonathan is currently a graduate student at the University of Illinois at Urbana-Champaign, working on his PhD in Handcrafted Furniture. He is interested in exploring the potential of woodworking as a sustainable form of furniture production, and is working on various projectsrelated to this research.


💡 Technical & Interpersonal Skills

As a Financial Advisor at Ameriprie Financial Services, LLC, Jonathan Philport is responsible for providing financial advice to clients through the use of a wide variety of financial analysis tools and methods. Jonathan also provides analysis of individual client situations and helps clients build a safe and healthy financial future.Jonathan assembled an experienced global team of financial advisors who offer a tailored vacation and travel plan to help clients have a safe and profitable travel experience abroad. He also regularly squares off against industry leaders in debates and presentations related to the investment and financial planning process.Jonathan Philport has experience working with all levels of clients, from individuals who are just starting out in their financial lives to those who are already wealthier than ever before. He is an outstanding listener and provides feedback that leads to growth and a more informed future. Jonathan is an FBIruh Certified Financial Analyst and a Certification from the American Society of Independent Financial Advisors.


Jonathan Philport’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

Jonathan Philport's Ranking

Ranked #466 out of 9,329 for Financial Advisor in New York

Jonathan Philport's Personality Type

Extraversion (E), Sensing (S), Thinking (T), Perceiving (P)

Average Tenure

2 year(s), 0 month(s)

Jonathan Philport's Willingness to Change Jobs

Unlikely

Likely

Open to opportunity?

There's 89% chance that Jonathan Philport is seeking for new opportunities

Jonathan Philport's Social Media Links

/in/jonathan-philport-a210876
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