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Jon Eiss

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Jon Eiss

Wealth Management Advisor

United States

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Jon Eiss

Summary

Jon Eiss is an experienced Wealth Management Advisor at U.S. Bancorp Investments, Inc., where he has been helping clients navigate their financial journeys since 2009. With a career in financial services that began in 1993, Jon has cultivated a deep understanding of wealth management, focusing on personalized financial planning tailored to individual client needs. His expertise spans a wide range of financial areas, including investments, insurance, and retirement planning. Jon is dedicated to building long-term relationships with his clients, ensuring that all aspects of their financial lives are considered. He holds a Bachelor's degree in Business Administration with a specialization in Finance and Marketing from the University of Wisconsin-Madison. Jon's approach combines disciplined financial strategies with a compassionate understanding of his clients' goals. He operates out of Wayzata, Minnesota, and is committed to guiding clients through life's complexities. His proactive communication style and comprehensive planning process make him a trusted partner in wealth management.

General

Specialist

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Jon Eiss

Work Experience

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Wealth Management Advisor at

U.S. Bancorp

May 2009 - Present

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Financial Advisor at

UBS Group AG

August 2006 - May 2009

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Financial Advisor at

Piper Jaffray

October 1993 - August 2006

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Jon Eiss

Education

University of Wisconsin-Madison, Business School, Bachelor's Of Business Administration

Frequently Asked Questions about Jon Eiss

What is Jon Eiss email address?

Jon Eiss's primary email address is ********@usbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where Jon Eiss graduated from?

Jon Eiss holds a degree in Finance And Marketing from University of Wisconsin-Madison, Business School.

How can I directly contact Jon Eiss?

To contact Jon Eiss directly, you can use the email address ********@usbank.com. Complete contact information is available upon registration with Muraena.

Who is Jon Eiss?

Jon Eiss is an experienced Wealth Management Advisor at U.S. Bancorp Investments, Inc., where he has been helping clients navigate their financial journeys since 2009. With a career in financial services that began in 1993, Jon has cultivated a deep understanding of wealth management, focusing on personalized financial planning tailored to individual client needs. His expertise spans a wide range of financial areas, including investments, insurance, and retirement planning. Jon is dedicated to building long-term relationships with his clients, ensuring that all aspects of their financial lives are considered. He holds a Bachelor's degree in Business Administration with a specialization in Finance and Marketing from the University of Wisconsin-Madison. Jon's approach combines disciplined financial strategies with a compassionate understanding of his clients' goals. He operates out of Wayzata, Minnesota, and is committed to guiding clients through life's complexities. His proactive communication style and comprehensive planning process make him a trusted partner in wealth management.

Jon`s contact details

mail

********@usbank.com

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