Jonathan Ament

Charlotte, North Carolina

Senior Product Manager, Advisory Product & Platform, LPL Financial

Experience at:
Powell Wealth, Raymond James, Kovack Advisors

I’m interested in mentoring people from:

Jonathan Ament

Ask Me About

Asset Management
Corporate Strategy
Institutional Sales
Investing Consulting
Investment Advisory Services
Investment Management
Portfolio Management
Where I've Worked
LPL Financial logo

Oct 2017 – Present

Senior Product Manager, Advisory Product & Platform

LPL Financial

Jan 2017 – Oct 2017

Portfolio Manager / Wealth Management Advisor

Powell Wealth
Raymond James logo

2015 – Jan 2017

Senior Investment / Portfolio Specialist

Raymond James

2014 – 2015

Business Development Manager / Investment Committee President

Kovack Advisors
The Capital Group logo

2012 – 2014

Area Sales Representative

The Capital Group
JPMorgan Chase logo

2009 – 2012

Private Bank Portfolio Manager

JPMorgan Chase
Wilmington Trust logo

2007 – 2009

Trader, Assistant Vice President

Wilmington Trust
Smith Barney logo

2006 – 2007

Registered Client Sales Associate

Smith Barney
Where I've Studied


BA, Economics

University of South Carolina

People I've Reported To

People I've Worked With

People Who've Reported to Me

Experienced Investment & Executive Manager

I believe that my strong passion and full commitment to always delivering the highest value to all clients, consistently, and on time, has been paramount to the respect that I have earned in the industry.


check markAccounting

check markAuditing & Compliance

check markBanking, Loans & Insurance

check markCorporate Finance

check markInvestments

check markRisk & Quantitative Analysis

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