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Jonquay Armon — Private Client Service & Operations Manager · Carson Group | The Family Office Stack

People · Advisors

Jonquay Armon

Private Client Service & Operations Manager at Carson Group

Private Client Service & Operations Manager · Carson Group

Role confidence VerifiedLocation Palatine, Illinois, United StatesFollowers 402Connections 402

Jonquay Armon — Private Client Service & Operations Manager · Carson Group · Palatine, Illinois, United States.

Direct contact

No direct contact on file for Jonquay yet.

About

High performing operations and customer service leader with over 30 years of experience in the financial services industry. Collaborative teammate with experience in financial advisor licensing and registration and project management using out-of-the-box solutions to solve for customer needs and business objectives.

Experience

Private Client Service & Operations ManagerCurrent
Carson Group
Jun 2026 – Present
Senior Relationship and Operations Manager
Carson Wealth · Palatine, IL
Jun 2022 – Jun 2026

Education

Harper College · 1990 – 1991
St. Viator High School · 1986 – 1990

Skills

InvestmentsMutual FundsRetirementSecuritiesCustomer ServiceFINRAProcess ImprovementFinancial ServicesVisioProject ManagementMicrosoft OfficeTax and AccountingWealth ManagementRetirement PlanningPortfolio ManagementCRM

Leadership

Management

Fixed Annuities

Insurance

Related professionals · Carson Group

Burt White — Chief Executive Officer
Dan Tobin — Chief Operating Officer
Dani Fava — Chief Strategy Officer (CSO)
Daniel Applegarth — Chief Financial Officer
Gregg Johnson — National Sales Director
Heather Randolph Carter — Chief Brand and Culture Officer

Organisation

Carson Group

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown