Jon Sorey - Email & Phone Number

Associate Financial Planner at Cain Watters & Associates

Jon Sorey is based out of Dallas-Fort Worth Metroplex and works at Cain Watters & Associates as Associate Financial Planner.

Jon Sorey's Contact Information

Jon Sorey's Work email

j*****@cainwa***.com

Valid

Latest update

November 1, 2025

Location

Dallas-Fort Worth Metroplex

Jon's current employer

Cain Watters & Associates

Description

Since 1984, we’ve helped dentists nationwide reach their financial goals. You want your work to matter. CWA was created to help ensure th...

Website

cainwatters.com

HQ Location

Plano, Texas, United States

Number of employees

201-500

Industry

Financial Services

Latest update

May 1, 2024

Read about Cain Watters & Associates

Frequent questions about Jon Sorey

What company is Jon Sorey working for?

Jon Sorey works for Cain Watters & Associates.

What is Jon Sorey's function at Cain Watters & Associates?

Jon Sorey is Associate Financial Planner at Cain Watters & Associates.

Where is Jon Sorey based?

Jon Sorey is based out of Dallas-Fort Worth Metroplex.

What is Jon Sorey's work email address?

Jon Sorey's professional email address is j*****@cainwa***.com

Who are Jon Sorey's co-workers?

Jon Sorey's colleagues are Charles Loretto, Charlotte Menke, Jami Fleysher, Sahar Ebrahimi, Alexis Salinas, Jeremy Bolf, Kristina Yarbrough, Erin Jeffries, Jonathan Perry, Kevin Cheng, Monica SinghaI, Brian Bortz, Blake Chandler, Darrell Cain, Maghen Lormand, Gabriela Padro-Pena, Susan Gaskill, David Renning, Connor Williams, Gary Moore, Ashley Clark, Allie Jones, Jack Bauer, Laura Lamar, Kim Nguyen, Casey McAlister, Scott Lyle, Eric Lamm, Tom Gates, Nicholas Hogan, Taylor Hill, Laura Calava, Wade Rugenstein, Jessie Tietgens, Toni Lee.

Jon's co-workers

Charles Loretto

Partner / President

Charlotte Menke

Event/Seminars Coordinator

Marketing Coordinator

Jeremy Bolf

Director Of Compliance

Kristina Yarbrough

Tax Director

Erin Jeffries

Director of Marketing

Jonathan Perry

Financial Planner

Kevin Cheng

Associate Financial Planner

Accounting Software Trainer

Gabriela Padro-Pena

Tax Analyst

Susan Gaskill

Senior Staff Accountant

David Renning

Associate Financial Planner

Connor Williams

Associate Financial Planner - Intern

Gary Moore

General Manager & Chief Compliance Officer

Associate Financial Planner

CPA, Financial Planner

Nicholas Hogan

Help Desk Specialist

Taylor Hill

Associate Financial Planner

Laura Calava

Investment Operations Client Support Specialist

Wade Rugenstein

Chief Development Officer

Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

a b c d e f g h i j k l m n o p q r s t u v w x y z

Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.