Jonathan Broedel
Investment Advisor at Primerica | St Cloud, Florida, United States
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Jonathan Broedel currently serves as a dedicated Investment Advisor at Primerica, where he leverages his extensive expertise in personal finance, wealth building, and insurance solutions to empower clients in achieving their financial goals. In this role, Jonathan provides comprehensive financial planning strategies, combining investment advice with insurance coverage to help clients preserve and grow their wealth. His deep understanding of financial management services enables him to tailor personalized plans that align with each client’s unique circumstances, risk tolerance, and long-term objectives.
At Primerica, Jonathan is actively involved in key projects that focus on expanding client portfolios through strategic asset allocation and disciplined investment approaches. He utilizes his skills in leadership development and team building to foster a collaborative environment, ensuring that his team remains motivated and well-equipped to deliver exceptional customer service. His expertise in performance improvement and operational efficiency allows him to streamline processes, enhance client engagement, and drive measurable results across all performance metrics.
Jonathan’s certifications, including FINRA Series 6 and Series 63 licenses, as well as his health and life insurance license, demonstrate his commitment to maintaining industry standards and providing comprehensive financial solutions. His strategic planning capabilities and proficiency in technology implementation enable him to stay ahead of industry trends, offering innovative solutions that meet the evolving needs of his clients. Overall, Jonathan Broedel’s combination of leadership, financial acumen, and client-centric focus positions him as a trusted advisor dedicated to helping individuals build secure and prosperous financial futures.
Investment Advisor at Primerica in September 2015 to Present
Inventory Manager at LeNoble Lumber Co., Inc. in August 2016 to January 2022
Assistant Department Manager at Harris Teeter in June 2010 to February 2015
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North Carolina State University, Bachelor’s Degree, July 2026
Wake Technical Community College, Associate of Arts - AA, July 2026
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Strategic Planning
Project Management
Inventory Management
Warehouse Management
Process Automation
Supply Chain Management
Financial Planning
Entrepreneurship
Leadership Development
Leadership
Performance Improvement
Public Speaking
Business Relationship Management
Team Building
Team Leadership
Customer Service
Continuous Process Improvement
Technology Implementation
Lean Warehousing
Financial Management Services
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Discover more about PrimericaWhat is Jonathan Broedel email address?
Email Jonathan Broedel at [email protected]. This email is the most updated Jonathan Broedel's email found in 2026.
How to contact Jonathan Broedel?
To contact Jonathan Broedel send an email to [email protected]. (updated on May 06, 2025)
What company does Jonathan Broedel work for?
Jonathan Broedel works for Primerica
What is Jonathan Broedel's role at Primerica?
Jonathan Broedel is Investment Advisor
What is Jonathan Broedel's Phone Number?
Jonathan Broedel's phone (305) ***-*368
What industry does Jonathan Broedel work in?
Jonathan Broedel works in the Building Materials industry.
Jonathan Broedel Email Addresses
Jonathan Broedel Phone Numbers
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