Jonathan Burns
Greenvillle
Overview
5
5
years of professional experience
5
5
Certifications
Work History
Financial Advisor
BCA Private Wealth
07.2024 - Current
- Develop comprehensive, goals-based financial plans tailored to clients’ short- and long-term objectives
- Manage ongoing client relationships by delivering personalized investment and financial planning solutions
- Assist in the management of $30+ million in client assets, meeting regularly with clients to review portfolios and implement customized strategies
- Support day-to-day operations including trade execution, account servicing, paperwork processing, and workflow management
Participant in Greer Leadership
Greer Chamber of Commerce
08.2025 - Current
- Selected participant in a competitive, multi-month leadership development program focused on community engagement, local government, economic development, and nonprofit collaboration
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Financial Advisor
Equitable Advisors
10.2023 - 07.2024
- Established 403b retirement accounts for teachers, facilitating their long-term financial planning
- Executed account rollovers for clients
- Organized and conducted account review meetings to assess client portfolios and address financial goals
- Retirement Benefits Group
Financial Analyst Intern
Thomasville National Bank
05.2023 - 10.2023
- Analyzed market trends to identify viable stock investment opportunities
- Reported on relevance of artificial intelligence to stock market dynamics
- Compiled detailed summaries of stock market activities to inform investment strategies
Tech
Pleasant Eye Care
Mt. Pleasant
05.2022 - 08.2022
- Led development and maintenance of eye examination tools to enhance diagnostic efficiency
- Conducted eye examinations and recorded findings to support patient care
- Registered and recorded customer insurance information to ensure accurate processing
Assistant
First Reality and Appraisals
Cairo
05.2021 - 08.2021
- Managed client calls and successfully negotiated appraisal agreements
- Conducted site visits to assess property features for accurate appraisals
- Gained expertise in appraisal processes to enhance service delivery
Education
Wofford College - Business Economics, Finance
Wofford College
Spartanburg, SC05.2023
Skills
- Insurance Verification
- Financial planning
- Asset management
- Trade execution
- Portfolio management
- Client servicing
- Risk assessment
- Microsoft Office – Excel
- Microsoft Office – Outlook
- Microsoft Office – PowerPoint
- Problem solving
- Networking skills
- Teamwork
- Leadership development
- Leadership development
Collegiate Activities
- Kappa Alpha, Spartanburg, SC, Member, 10/19, Present, Involved in several philanthropist events, including raising money for toys for children in Spartanburg County and Fight Against ALS
- Back of the College Initiative, Fall 2019, Worked collaboratively with an English professor and Wofford Neighborhood Focus Group to collect data about Black residents who lost homes after WWII, 20+ hours of data collection, interviews, and recording using microfilm and research techniques, Cited in the published book: North of Main: Spartanburg's Historic Black Neighborhoods of North Dean Street, Gas Bottom, and Back of the College
Certification
Series 7
Accomplishments
Four Semester Dean’s List at Wofford College
Timeline
Participant in Greer Leadership
Greer Chamber of Commerce
08.2025 - Current
Financial Advisor
BCA Private Wealth
07.2024 - Current
Financial Advisor
Equitable Advisors
10.2023 - 07.2024
Financial Analyst Intern
Thomasville National Bank
05.2023 - 10.2023
Tech
Pleasant Eye Care
05.2022 - 08.2022
Assistant
First Reality and Appraisals
05.2021 - 08.2021
Wofford College - Business Economics, Finance
Wofford College