Jonathan Bermudez

Jonathan Bermudez

Manager

Followers of Jonathan Bermudez2000 followers
location of Jonathan BermudezMarietta, Georgia, United States

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  • Timeline

  • About me

    Advisor at Ty J. Young Inc. Wealth Management

  • Education

    • Valdosta State University

      -
      Bachelor of Business Administration (B.B.A.) Banking, Corporate, Finance, and Securities Law
  • Experience

    • Spa Sydell

      Apr 2010 - May 2013
      Manager
    • Pharos Financial Partners

      Jan 2015 - May 2016
      Financial Services Representative

      I offer a comprehensive financial analysis for people who are interested in accumulating wealth, saving for retirement, asset and income protection, risk management, as well as any other financial goals or concerns. I strive to educate my clients as much as possible on how to diversify their finances most efficiently, so as they work hard for their money, their money is working hard for them.

    • Ameritas

      Mar 2015 - Jul 2016
      • Registered Representative

        Mar 2015 - Jul 2016
      • Insurance Agent

        Mar 2015 - Jul 2016
    • Voya Financial Advisors

      Jul 2016 - Sept 2017
      Investment Adviser Representative

      Securities and Investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

    • Ty J. Young Inc. Wealth Management

      Sept 2017 - now
      Advisor

      We are a nationwide wealth management firm that specializes in three areas: 1.) Safety of principal 2.) Reasonable rates of return, and 3.) Keeping it simple

  • Licenses & Certifications

    • Georgia Life, Accident & Sickness, Variable Insurance Agent

      Feb 2015
    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Aug 2015
    • Series 63

      Financial Industry Regulatory Authority (FINRA)
      Aug 2015
    • Series 65

      Financial Industry Regulatory Authority (FINRA)
      Sept 2016