Jonathan Wendt

Financial Advisor - Bridgepoint Wealth Management

Ada, Michigan, United States

About

Experience

  • Financial Advisor at BridgePoint Wealth Management
    Sep 2023 - Present · 2 yrs 11 mos

  • Research Analyst - Retirement Planning at Discovery Financial, LLC
    Dec 2013 - Aug 2023 · 9 yrs 9 mos

    Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit http://www.discoveryfinancialllc.com

  • Account Executive at Polaris Home Funding, Corp
    Feb 2010 - Sep 2013 · 3 yrs 8 mos

    • Increased monthly sales volume to over $10 million in closed loans • Generated a business strategy focused on customer retention and growth • Provided clients with in-depth product knowledge for all available loan programs including USDA, FHA, VA and Conventional • Responsible for the training and continued education of both new and existing clients

  • Mortgage Underwriter at Polaris Home Funding Corporation
    Feb 2011 - Aug 2012 · 1 yr 7 mos

    • Responsible for determining the overall quality of a loan application and minimizing risk exposure to the company • Granted an individual lending authority of $500,000 • Proven ability to handle high volume and communicate well with business partners • Created compliance and income analysis worksheets utilized throughout the corporation