Jonathan Arnold, MBA, CMFA, has extensive experience in finance and client advisory roles, with a career that spans over 18 years. Arnold began as a Business Specialist at Wells Fargo Corporation and subsequently held positions at JPMorgan Chase as a Business Banker, followed by roles at Comerica Bank as a Banker. As a Financial Representative and then Planning Consultant at Fidelity Investments, Arnold focused on holistic wealth management and personalized financial planning. After serving as a VP Financial Consultant at Charles Schwab, Arnold currently works as a Financial Advisor at First Command Financial Services, Inc., where the emphasis is on coaching clients towards financial security. Education includes an MBA in Finance from Sam Houston State University and a Bachelor of Arts in History from the University of Houston.
Location
Spring, United States
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