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Jonathan Deyoe-Money Philosopher

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Jonathan Deyoe-Money Philosopher

Senior Vice President and Partner | Mindful Money

United States

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Jonathan Deyoe-Money Philosopher

Summary

Jonathan Deyoe is a seasoned financial advisor and entrepreneur with over 27 years of experience in the financial services industry. He specializes in helping artists, authors, and entrepreneurs make informed financial decisions to secure their legacies. As the founder and CEO of Mindful Money, he advocates for a mindful approach to finance, emphasizing the importance of aligning financial decisions with personal values. Jonathan is also a two-time best-selling author, having written 'Mindful Money' and 'Mindful Investing,' which reflect his unique perspective on achieving financial well-being. His expertise spans various areas, including retirement planning, investment strategies, and behavioral finance. Jonathan is known for his engaging public speaking and has been featured in numerous media outlets. He combines his passion for finance with a commitment to social responsibility, making him a trusted advisor in the industry.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

Organisational experience

Startup Experience

Corporate Experience

Jonathan Deyoe-Money Philosopher

Work Experience

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Senior Vice President and Partner at

EP Wealth Advisors

January 2022 - Present

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Founder & CEO at

Mindful Money

January 2014 - Present

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President at

DeYoe Wealth Management

October 2002 - January 2022

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Financial Advisor at

Prudential Financial, Inc.

June 2001 - October 2002

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Vice President at

Salomon Smith Barney

February 2001 - June 2001

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Financial Advisor at

UBS Group AG

September 1999 - February 2001

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Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

May 1997 - September 1999

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Jonathan Deyoe-Money Philosopher

Education

University of Chicago Booth School of Business and Investment Management Consultants Association, Cpwa

January 2008 - January 2009

CFA Institute

January 2000 - January 2001

Graduate Theological Union

January 1994 - January 1997

Montana State University, Ba

January 1991 - January 1994

Stevens High school

January 1986 - January 1990

Frequently Asked Questions about Jonathan Deyoe-Money Philosopher

What is Jonathan Deyoe-Money Philosopher email address?

Jonathan Deyoe-Money Philosopher's primary email address is ******@epwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jonathan Deyoe-Money Philosopher work for?

Jonathan Deyoe-Money Philosopher is a Senior Vice President and Partner at Mindful Money, a company specializing in Newspaper, Periodical, Book, & Directory Publishers.

Where Jonathan Deyoe-Money Philosopher graduated from?

Jonathan Deyoe-Money Philosopher holds a degree in Financial Planning from University of Chicago Booth School of Business and Investment Management Consultants Association.

How can I directly contact Jonathan Deyoe-Money Philosopher?

To contact Jonathan Deyoe-Money Philosopher directly, you can use the email address ******@epwealth.com. Complete contact information is available upon registration with Muraena.

Who is Jonathan Deyoe-Money Philosopher?

Jonathan Deyoe is a seasoned financial advisor and entrepreneur with over 27 years of experience in the financial services industry. He specializes in helping artists, authors, and entrepreneurs make informed financial decisions to secure their legacies. As the founder and CEO of Mindful Money, he advocates for a mindful approach to finance, emphasizing the importance of aligning financial decisions with personal values. Jonathan is also a two-time best-selling author, having written 'Mindful Money' and 'Mindful Investing,' which reflect his unique perspective on achieving financial well-being. His expertise spans various areas, including retirement planning, investment strategies, and behavioral finance. Jonathan is known for his engaging public speaking and has been featured in numerous media outlets. He combines his passion for finance with a commitment to social responsibility, making him a trusted advisor in the industry.

Jonathan`s contact details

mail

******@epwealth.com

********@deyoewealthmanagement.com

********@berkeley.edu

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