Complex Insurance Plans Expert Witnesses
Complex insurance plans expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on complex insurance plans. The complex insurance plans expert witness listings on this page are typically from fields/areas of expertise such as: Banking and Securities & Investments.
JON-ERIC L KRONVALL
Trusts, Fiduciary, Banking, Lending, RIA, & BD
Esoteric Advisors
San Luis Obispo, California
Securities & Investments, Banking
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RIA & Broker Dealer, Wealth Office, Organizational Consulting, Lending, Trusts Estates, Employment, Fiduciary, Portfolio Management, Crypto & Special Assets, Reg BI, Accredited Investor, Trust Administration, Firm Practice, Fraud, Risk Management, 1031 DST, Complex Insurance Plans, FINRA, OCC, SEC
I am the Chief Compliance Officer and Owner of Wealth Innovation, a boutique Registered Investment Advisor firm. We manage and advise upon various types of investment portfolios.
I am also the President and Owner of Esoteric Advisors, a collaborative consulting and expert witness firm dedicated to fostering a robust and extensive collegial network of fellow experts. This practice specializes in unique areas within financial services, trusts, estates, and fiduciary matters.
Previously, as a Region Manager and then Wealth Manager at a Fortune 500 financial services company, I collaborated with several leaders across various business lines to establish a unique hybrid Montecito Wealth office. My responsibilities included overseeing risk management, human resources, public relations, and corporate leadership.
I am committed to maintaining the highest standards of compliance, legal integrity, and creditworthiness in both business and personal matters. Additionally, I have a strong b...
