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Jonathan Claxton's email & phone

Position:Financial Planning Associate at Blue Trust
Experience:3 years
Location:Charlotte, North Carolina, United States

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Work Experience

Financial Planning Associate at Blue Trust

Jan 2025 - Current

Temporary Financial Planning Associate at Ronald Blue Trust at Blue Trust

Sep 2023 - Jan 2025

Financial Planning Intern at Blue Trust

Jun 2023 - Jan 2025

Jonathan Claxton started working in 2023, then the employee has changed 1 company and 2 jobs. On average, Jonathan Claxton works for one company for 1 year 4 months.

Education

Bachelor of Arts - BA at Erskine College

Current Company Information Blue Trust

Name: Blue Trust

Speciality: Financial, retirement, and estate planning, Charitable giving strategies, Personal trust and estate settlement services, Business consulting services, Investment management, Cash flow and budget planning, Professional Athlete services, Retirement plan consulting, Family Office, Institutional services

Location: Alpharetta, GA, United States

Employees: 200-500

HQ Phone: 800.841.0362

Description: Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Wit...

Skills

Financial Planning, Attention to Detail, Finance, Organization Skills, Business, Financial Analysis, Financial Accounting, Budgeting, Financial Statements, Accounting, Creative Problem Solving, Financial Services, Financial Planning and Analysis (FP&A), Problem Solving, Business Management, Investment Management, Analytical Skills, Retirement Planning, Financial Reporting, Auditing, Presentations, Relationship Development, Active Listening, Financial Modeling, Investments, Communication, Pivot Tables, Financial Data

Frequently Asked Questions

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

Jonathan Claxton's minimum period of employment in various companies is 1 year 4 months.

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

On average, Jonathan Claxton works for one company for 1 year 6 months

What industries has Jonathan Claxton worked in?

Jonathan Claxton works in the Financial Services.

What positions has Jonathan Claxton held before?

Previously, Jonathan Claxton worked as a Temporary Financial Planning Associate at Ronald Blue Trust, and Financial Planning Intern.

How do I contact Jonathan Claxton?

Jonathan Claxton's email address is j********c@bluetrust.com, phone number is +1-***-***-8877. Sign up to get contact details.

Who is the Chairman & CEO of the Blue Trust?

The Chairman & CEO of the Blue Trust is Nick Stonestreet

Who are Jonathan Claxton's peers at other companies?

Jonathan Claxton's peers at other companies are Leah Galanido and Sam Astell and Lachlan Bluett

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