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Jj Avila

Operations Support Specialist at Capital Wealth Planning

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CAPITAL WEALTH PLANNING

CAPITAL WEALTH PLANNING

  • description Description
    Capital Wealth Planning is a fee based, fiduciary, SEC Registered Investment Advisory Firm. SEC Registration does not imply a certain level of skill or training. CWP offers actively managed, ...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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Capital Wealth Planning Org Chart and Mapping

Employees

Jodi Phillips

Assistant Vice President

Ryland Mathews

Trading Systems Analyst

Josh Smith

Lead Portfolio Manager

Curtis Williamson

Midwest Regional Consultant

Jj Avila

Operations Support Specialist

Ryan Carney

Director of Operations & Compliance

Kesia Sondrini

Managing Director/ SVP- Advisor Relationship Managment

Frequently Asked Questions Regarding Jj Avila

Answer: Jj Avila works for Capital Wealth Planning as Operations Support Specialist

Answer: Jj Avila’s role in Capital Wealth Planning is Operations Support Specialist

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Answer: Capital Wealth Planning's Operations Support Specialist is Jj Avila

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  • Phone number  :  (***)-***-****
  • Email  :  j****@capitalwealthplanning.com

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