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Johnathon's email & phone

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Surveillance Analyst at United Planners Financial Services|Greater Houston, United States

Position:

Surveillance Analyst at United Planners Financial Services

Location:

Greater Houston, United States

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Last updated: 2025-12-09
Updated: 2025-12-09

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Work Experience 10 years

Surveillance Analyst at United Planners Financial Services

Feb 2025 - Current

Regulatory Risk Analyst at PNC

Sep 2022 - Mar 2024

Investment Representative (Contract) at Avantax

Apr 2021 - Aug 2022

Investment Sales Associate (Contract) at Truist Investments

Jul 2020 - May 2021

Investment Representative (Contract) at USAA

Jan 2020 - Jul 2020

Client Service Associate at JP Morgan Private Bank

May 2016 - Dec 2019

Johnathon started working in 2016, then the employee has changed 5 companies and 4 jobs. On average, Johnathon works for one company for 1 year 6 months.

Education

Master of Business Administration - MBA at Prairie View A&M University

Bachelor of Science at Thomas Edison State University

Frequently Asked Questions

What is Johnathon's minimum period of employment in the companies?

Johnathon's minimum period of employment in various companies is 6 months.

What is Johnathon's average duration of employment for different companies?

On average, Johnathon works for one company for 1 year 7 months

What industries has Johnathon worked in?

Johnathon works in the Financial Services.

What positions has Johnathon held before?

Previously, Johnathon worked as a Regulatory Risk Analyst, and Investment Representative (Contract), and Investment Sales Associate (Contract), and Client Service Associate.

How do I contact Johnathon?

Johnathon's phone number is +1-323-***-**64. Sign up to get contact details.

Who is the CEO of the United Planners Financial Services?

The CEO of the United Planners Financial Services is Mike Baker

Who are Johnathon's peers at other companies?

Johnathon's peers at other companies are Hayley Wilkinson and Jason Hoffman and Pradeep Roy

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