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    Jonathan Ament

    Charlotte, North Carolina

    Senior Product Manager, Advisory Product & Platform

    LPL Financial



    Corporate Finance

    Banking, Loans & Insurance

    Ask Me About

    Investment Management
    Portfolio Management
    Investing Consulting
    Investment Advisory Services
    Asset Management
    Where I've Worked

    Oct 2017 – Present

    Senior Product Manager, Advisory Product & Platform

    LPL Financial

    Jan 2017 – Oct 2017

    Portfolio Manager / Wealth Management Advisor

    Powell Wealth

    2015 – Jan 2017

    Senior Investment / Portfolio Specialist

    Raymond James

    2014 – 2015

    Business Development Manager / Investment Committee President

    Kovack Advisors

    2012 – 2014

    Area Sales Representative

    The Capital Group

    2009 – 2012

    Private Bank Portfolio Manager

    JPMorgan Chase

    2007 – 2009

    Trader, Assistant Vice President

    Wilmington Trust

    2006 – 2007

    Registered Client Sales Associate

    Smith Barney
    Where I've Studied

    In Progress

    License, Health, and Annuities Insurance


    BA, Economics

    University of South Carolina

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Ask Me for a Referral

    LPL Financial
    Fort Mill, SC and 1 other location(s)
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