Jerrylene John

Senior Member Success Manager at XY Planning Network - Bozeman, MT, US

Jerrylene John's Colleagues at XY Planning Network
Jared Martin

IT Manager

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Katie Froeber

Marketing Systems Administrator

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David Ketch

Senior Software Engineer

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Katie Brewer

Founding Member

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Patrick Noel

Compliance Consultant

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Ryan Unroe

Web Designer

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Jocelyn Rucker

Bookkeeping Specialist

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Jerrylene John's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Freeport, New York, United States
Company
XY Planning Network
Jerrylene John's Company Details
XY Planning Network logo, XY Planning Network contact details

XY Planning Network

Bozeman, MT, US • 100 - 249 Employees
Financial Services

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business.Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.

Fee Only Financial Planning Business Coaching B2C Financial Services Financial Advisory Services Membership Organizations Business Services fintech
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Frequently Asked Questions about Jerrylene John
Jerrylene John currently works for XY Planning Network.
Jerrylene John's role at XY Planning Network is Senior Member Success Manager.
Jerrylene John's email address is ***@xyplanningnetwork.com. To view Jerrylene John's full email address, please signup to ConnectPlex.
Jerrylene John works in the Financial Services industry.
Jerrylene John's colleagues at XY Planning Network are Jared Martin, Katie Froeber, David Ketch, Katie Brewer, Patrick Noel, Ryan Unroe, Jocelyn Rucker and others.
Jerrylene John's phone number is N/A
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