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Jonathan Deloney Phones & Addresses

  • Mineral Wells, TX
  • Fort Worth, TX
  • Arlington, TX
  • 6904 Cedar Knoll Dr, Dallas, TX 75236 (972) 283-3546

Work

Company: Primerica financial services 2009 Position: Regional manager

Education

School / High School: University of Texas at Arlington- Arlington, TX 2007 Specialities: Business Management

Skills

Personal Financial Planning • Investment Advisory Services • Retirement Planning • Financial Risk Management • Financial Advisory • Investment Advisory • Retirement Income Strategies • Investment Management • 401 Retirement Savings Plans • Financial Planning • Investment Strategies • Strategic Planning • Finance • Public Speaking • Leadership • Management • Microsoft Office • Customer Service • Iras • Tax Advantaged Investment Strategies • Executive Benefit Strategies

Ranks

Certificate: General Lines - Life, Accident & Health

Interests

Children • Education • Environment • Poverty Alleviation • Science and Technology • Arts and Culture • Health

Industries

Financial Services

Resumes

Resumes

Jonathan Deloney Photo 1

Founder And Chief Executive Officer And Investment Advisor

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Location:
950 Hwy #114, Southlake, TX
Industry:
Financial Services
Work:
Transamerica Financial Advisors, Inc. Nov 2017 - Aug 2018
Investment Advisor

Pier Wealth Management, Llc Nov 2017 - Aug 2018
Founder and Chief Executive Officer and Investment Advisor

Pier Wealth Management, Llc Jun 2015 - Feb 2018
Founder and Chief Executive Officer and Financial Advisor

Primerica May 2009 - Jun 2015
Regional Manager

Atmos Energy Aug 2006 - Jul 2010
Accounting Coordinator
Education:
The University of Texas at Arlington 2007 - 2008
Southern Arkansas University 2005 - 2006
Skills:
Personal Financial Planning
Investment Advisory Services
Retirement Planning
Financial Risk Management
Financial Advisory
Investment Advisory
Retirement Income Strategies
Investment Management
401 Retirement Savings Plans
Financial Planning
Investment Strategies
Strategic Planning
Finance
Public Speaking
Leadership
Management
Microsoft Office
Customer Service
Iras
Tax Advantaged Investment Strategies
Executive Benefit Strategies
Interests:
Children
Education
Environment
Poverty Alleviation
Science and Technology
Arts and Culture
Health
Certifications:
General Lines - Life, Accident & Health
Uniform Investment Adviser Law Examination
Uniform Securities Agent State Law Examination
Investment Company/Variable Contracts Products Limited Representative Exam
Jonathan Deloney Photo 2

Jonathan Deloney Dallas, TX

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Work:
Primerica Financial Services

2009 to 2000
Regional Manager

Atmos Energy
Dallas, TX
2006 to 2011
Accounting Coordinator

Atmos Energy
Arlington, TX
2006 to 2010
Automotive/ Cashier

Atmos Energy
Dallas, TX
2008 to 2009
Sales Associate

Education:
University of Texas at Arlington
Arlington, TX
2007 to 2009
Business Management

Jonathan Deloney from Mineral Wells, TX Get Report