Jonathan Powell,


CEG Worldwide

Jonathan Powell, senior managing principal, CEG Worldwide, works with many of the nation’s top financial firms and helps financial advisors transform their professional and personal lives by implementing CEG Worldwide’s research-backed principles. Mr. Powell has made a major impact coaching hundreds of the industry's top financial advisors in multiple distribution channels for more than 25 years. After starting his career as an independent financial planner in the San Francisco Bay area, he spent more than two decades with Citigroup before deciding to pursue his passion for training and coaching. He has managed branches for Smith Barney and led Citibank’s West Coast brokerage business, overseeing 290 financial advisors and 20 managers. During his branch leadership career, he worked side-by-side with 45 financial advisors each producing more than $1 million of revenue and helped them grow their practices. He has delivered more than 20 keynote speeches and 100 training classes in the United States and Canada.  Powell earned a B.A. in economics, Stanford University. He is a co-author of Breaking Through: Building a World-Class Wealth Management Business.