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Jonathan Deyoe-Money Philosopher
Jonathan Deyoe-Money Philosopher
Senior Vice President and Partner | Mindful Money
United States
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.
Jonathan Deyoe-Money Philosopher
Work Experience
Senior Vice President and Partner at
EP Wealth Advisors
January 2022 - Present
Founder & CEO at
Mindful Money
January 2014 - Present
President at
DeYoe Wealth Management
October 2002 - January 2022
Financial Advisor at
Prudential Financial, Inc.
June 2001 - October 2002
Vice President at
Salomon Smith Barney
February 2001 - June 2001
Financial Advisor at
UBS Group AG
September 1999 - February 2001
Financial Advisor at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
May 1997 - September 1999
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
January 1994 - January 1997
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
******@epwealth.com
********@deyoewealthmanagement.com
********@berkeley.edu