Profilo
Mr. Jonathan W.
Andre is an Investment Portfolio Manager & Wealth Advisor at Total Wealth Planning LLC.
He manages clients’ investment portfolios, aligning their investment goals and Total Wealth Planning’s Investment Policy Committee recommendations.
A member of the Investment Policy Committee, he provides ongoing investment and economic research and analysis.
His credentials include, expertise in complex executive compensation and equity compensation programs, non-qualified employee stock options, incentive stock options, and restricted and performance-based equity grants
He received his Bachelor of Science, Business Administration degree in Finance from Xavier University.
Posizioni attive di Jon Andre
| Società | Posizione | Inizio |
|---|---|---|
Total Wealth Planning LLC
 Total Wealth Planning LLC Investment ManagersFinance Total Wealth Planning LLC (TWP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2015, TWP provides comprehensive wealth management (which includes investment advice and financial planning) to high-net-worth individuals and families, small businesses, nonprofit and charitable organizations. | Analyst-Equity | 01/01/2015 |
Formazione di Jon Andre
| Xavier University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
| Aziende private | 1 |
|---|---|
Total Wealth Planning LLC
Total Wealth Planning LLC Investment ManagersFinance Total Wealth Planning LLC (TWP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2015, TWP provides comprehensive wealth management (which includes investment advice and financial planning) to high-net-worth individuals and families, small businesses, nonprofit and charitable organizations. | Finance |
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