Jonathan Massegee
About Jonathan Massegee
Jonathan Massegee is a Learning and Development Specialist at TD Ameritrade in Southlake, Texas, with a background in investment consulting and financial advising.
Title and Current Role
Jonathan Massegee currently holds the position of Learning and Development Specialist at TD Ameritrade. He has been in this role since 2021, based in Southlake, Texas, United States.
Previous Experience at TD Ameritrade
Before his current role, Jonathan Massegee served as an Investment Consultant at TD Ameritrade from 2016 to 2021. During his five-year tenure, he applied his expertise in investment consulting to support clients with their financial planning needs.
Work Experience as a Financial Solutions Advisor
Jonathan Massegee worked briefly as a Financial Solutions Advisor at Merrill Edge in Plano in 2015. His role focused on providing financial solutions and advisory services to clients during his four-month tenure.
Consultancy Role at Fidelity Investments
From 2010 to 2015, Jonathan Massegee was employed at Fidelity Investments as a Planning and Guidance Consultant. He spent five years guiding clients in their financial planning and investment decisions.
Sales Specialist at Lowe's Companies, Inc.
Prior to his career in financial services, Jonathan Massegee worked as a Sales Specialist at Lowe's Companies, Inc. from 2007 to 2010. Over his three years with the company, he gained valuable sales experience.
Education and Academic Background
Jonathan Massegee studied Humanities at Southern Methodist University and achieved a Bachelor of Arts degree. He completed his studies from 2007 to 2009, earning a B.A. in the field.