Sr. Financial Advisor, CFA, CFP®
Jonathan began his career in financial services in 2011 in Los Angeles, CA. His prior experience includes six years with Merrill Lynch Wealth Management and four years with JP Morgan Private Bank.
He worked in the Ultra High Net Worth space, assisting C-suite executives and private family offices in managing generational assets to ensure continued wealth creation for his clients.
Jonathan earned a Bachelor’s in Business Management from California State University Northridge.
He is a member of the Sigma Chi fraternal order and was inducted into the Gamma Sigma Alpha Honors Society during his academic tenure.
Jonathan is a Certified Financial Planner®, obtaining this designation in 2017.
He is also a Chartered Financial Analyst, after earning his charter by passing all three levels of the CFA exams in successive attempts. His broad, in-depth range of financial planning and investment knowledge provides him with the skills necessary to address the complex needs of his clients.
Jonathan lives in the Houston Heights with his wife, Carolina. In his free time, he is active in his community through volunteering with charitable organizations such as the Houston Food Bank. He is also an amateur triathlete, competing in the sprint division.