Resumes
Resumes
![Jonathan Deloney Photo 1 Jonathan Deloney Photo 1](/img/not-found.png)
Founder And Chief Executive Officer And Investment Advisor
View pageLocation:
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
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
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
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
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
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 Photo 2](/img/not-found.png)
Jonathan Deloney Dallas, TX
View pageWork:
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
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
Arlington, TX
2007 to 2009
Business Management