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Stephen Jones's
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Current Position:

Senior Financial Advisor - UAG at CI Assante Wealth Management

Experience:

41 years

Location:

Waterloo, Ontario

How to contact Stephen Jones

Last updated:2025-03-27
emails*******j@assante.com
phone+1-***-***-8309
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Analytics

According to LinkedIn Stephen Jones started working on 1984, then the employee has changed 2 companies and 3 jobs. On average, Stephen Jones works for one company for 10 years 7 months. Stephen Jones has been working as a Senior Financial Advisor - UAG for Assante Wealth Management for 457 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Senior Financial Advisor - UAG at CI Assante Wealth Management

Jun 2024 - Current

Senior Financial Advisor, Chairman's Council - 2007 - 2021 at CI Assante Wealth Management

Jan 1995 - Jan 2025

2015 Advisor of the Year at Wealth Professional

Jun 2015 - Jun 2015

Senior Tax Manager at PwC

Jan 1984 - Dec 1994

Education

HBA at Wilfrid Laurier University

Current Company Information CI Assante Wealth Management

Name: CI Assante Wealth Management

Speciality: Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Investments, Tax Planning, Insurance, Succession Planning, Legacy Planning

Location: Toronto, Ontario, Canada

Employees: 500-1000

HQ Phone: 1-800-268-3200

Email: service@assante.com

Description: Everything from investments and insurance to tax and estate planning...

Frequently Asked Questions

How long has Stephen Jones been working as a Senior Financial Advisor - UAG?

Stephen Jones's total experience in various companies as a Senior Financial Advisor - UAG 1 year 3 months.

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

On average, Stephen Jones works for one company for 13 years 8 months

What industries has Stephen Jones worked in?

Stephen Jones works in the Financial Services. Previously, Stephen Jones worked in the Information Technology and Services.

What positions has Stephen Jones held before?

Previously, Stephen Jones worked as a Senior Financial Advisor, Chairman's Council - 2007 - 2021, and 2015 Advisor of the Year, and Senior Tax Manager.

How do I contact Stephen Jones?

Stephen Jones's email address is s*******j@assante.com, phone number is +1-***-***-8309. Sign up to get contact details.

Who is the President of the CI Assante Wealth Management?

The President of the CI Assante Wealth Management is Steven J. Donald
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Stephen Jones Namesakes

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AppleCare Quality Engineer
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Certified translator, editor / Traducteur agréé, réviseur
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