JJonathan Roth's
email & phone
Current Position:
Wealth Manager and Retirement Income Specialist at Cetera InvestorsExperience:
31 yearsLocation:
New York City Metropolitan Area, United StatesHow to contact Jonathan Roth
*********@gmail.com
+1-***-***-2518
Work Experience
Wealth Manager and Retirement Income Specialist at
Cetera Investors
Nov 2020 - Current
Board Member at
Hicksville Chamber of Commerce
Jun 2025 - Current
Executive Board Member, Lions Club International at
Lions Clubs International
Jan 2021 - Current
Retirement Plan Specialist at
JJ Burns & Company
Sep 2018 - Aug 2020
Financial Advisor and ERISA Consultant at
CFM Advisors and ERISA Fiduciary Services
Apr 2015 - Sep 2018
Executive Board Member and President at
Community Chest of Port Washington
Jul 2014 - Jul 2016
Financial Representative at
Northwestern Mutual
Sep 2010 - Mar 2015
SVP at
Blaylock Van, LLC
Mar 2010 - Aug 2010
Vice President at
J.W. Seligman/Ameriprise, RiverSource Investments.
Jan 1994 - Jul 2010
Education
BA at State University of New York College at Cortland
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Jonathan Roth worked in the Nonprofit Organization Management, and Financial Services.What positions has Jonathan Roth held before?
Previously, Jonathan Roth worked as a Board Member, and Executive Board Member, Lions Club International, and Retirement Plan Specialist, and Financial Advisor and ERISA Consultant, and Executive Board Member and President.How do I contact Jonathan Roth?
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