Jonathan Mcquade is a high-level expert, working in Seven Cedars Wealth Management main office of which is in 1. on the position of Managing Principal and Founder since 2017. This expert has earned professional experience in more than nine positions at different companies. Jonathan Mcquade went to the St.edward's University and was studying from 2003 to 2007. Jonathan has these qualifications: Certified Financial Planner™ Professional and Cfp Board. Austin, Texas is the city, where this expert was known to be situated. This person's email address and phone number are accessed through Connexy on demand.
Name variants:
Jon Mcquade,
Jonny Mcquade
Contact Information
Last Update
Jun 27, 2022
Email
jm**@fusionadvisornetwork.com
Location
Austin, TX
Company
Seven Cedars Wealth Management
Workplace
Managing Principal and Founder
Work History
Managing Principal and Founder
Austin, TX
Clients of Seven Cedars Wealth can expect to receive a standard of care rooted in compassion, integrity and personalized service. Financial acumen and ongoing education are ingrained within ...
Sep 2017 — Dec 2018
Senior Wealth Advisor
1320 Arrow Point Dr SUITE 501, Cedar Park, TX 78613
Seven Cedars Wealth Management merged with BKA Wealth Consulting to bring additional scale, talent and service to our clients. BKA Wealth Consulting is a fee-based Registered Investment Advi...
from Nov 2018
Associate Advisor
1700 Westlake Avenue N. Suite 325
Seattle, WA 98109
206) 729-1700
Securities and some advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Financial Plan...
Jan 1, 2014 — Mar 2016
Director
1914 north 34Th St, Seattle, WA 98103
The Ensemble Practice LLC is a business consulting firm committed to helping independent financial advisors in creating multi-professional ensemble firms with strong organic growth and susta...
Jul 2012 — Oct 2013
Senior Manager of Business Consulting Services
555 Taxter Rd, Elmsford, NY 10523
Dec 2009 — Aug 2012
Education
2003 — 2007
Occupations
Advisor
Professor
School Principal
Executive
Founder
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Counselor
School Administrator
Educational Manager
Founding Member
Chief Executive
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Skills
Management Consulting
Human Capital
Investment Advisory Services
Financial Advisory
Retirement Planning
Asset Management
Portfolio Management
Investment Advisory
FAQs about Jonathan Mcquade
What's the profession of Jonathan Mcquade?
This professional's job is Senior Wealth Advisor
What are the main profession of Jonathan?
These person's professions are Advisor
Where is Jonathan Mcquade located?
Jonathan Mcquade is located in Austin, Texas.
Does Jonathan Mcquade have the email address?
jm**@fusionadvisornetwork.com is The professional's email address.
Where did Jonathan Mcquade work?
Jonathan worked at Seven Cedars Wealth Management, Bka Wealth Consulting, Inc..
What education does Jonathan Mcquade have?
Jonathan studied at the St.edward's University from 2003 to 2007.
Are there any professional certifications, that Jonathan Mcquade has?
Jonathan Mcquade received the following certifications: Certified Financial Planner™ Professional and Cfp Board.
What is professional industry that Jonathan Mcquade is connected to?
This professional works in Financial Services industry.