Position:
Director, Wealth Management at OneDigital
Location:
Greensboro, North Carolina, United States
Found email addresses for Jonas Boyer:
Found phone for Jonas Boyer:
Oct 2024 - Current
Aug 2023 - Oct 2024
Oct 2020 - Aug 2023
Feb 2020 - Oct 2020
Mar 2019 - Feb 2020
Oct 2018 - Mar 2019
Sep 2017 - Mar 2019
Jan 2014 - May 2017
Jan 2010 - Jan 2014
Their professional focus is Easily Adaptable, Financial Analysis, and Financial Planning across 3 core areas.
Jonas holds Nonqualified Plan Consultant (NQPC™), Certified Financial Planner (CFP), and Series 66 - Uniform Combined State Law certifications.
Bachelor of Science (B.S.) at Radford University
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