Freedom Advisors
Jonathan Shiffer has extensive experience in the investment and financial management industry. Jonathan has held various leadership roles throughout their career, including Chief Investment Officer, Head of Portfolio Management, Director of Research, and Chief Executive Officer. Jonathan has worked for companies such as Freedom Advisors, Journey Capital Advisers, LLC, Jackson National Asset Management, LLC, Rushmore Investment Advisors, RIA, and First Union Securities. Throughout their career, they have successfully managed complex objectives, developed and implemented new investment strategies, and built and maintained businesses. Jonathan has a strong background in portfolio management, research, and developing tailored investment programs.
Jonathan Shiffer obtained an MBA in Finance/International Management and a Bachelor of Science in Business Finance from The University of Texas at Dallas. Jonathan also holds a certification in CIMA from the Investment Management Consultants Association, obtained in 2002.
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Freedom Advisors
Freedom Advisors offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes to their clients. š¹ Do business the way you've always wanted š¹ Have everything white-labeled with your brand š¹ Select from 600 models from 100 money managers including our proprietary EQIS and 3D models š¹ Eliminate the need for operations staffing with our operational support team To learn more about Freedom Advisors, visit https://freedomadvisors.com or call us at 800-949-9936. View Our Social Media Use and Guidelines: https://pages.freedomadvisors.com/social-media-use-and-guidelines