Credentials & Expertise
- CERTIFIED FINANCIAL PLANNER™ professional designation
- Chartered Mutual Fund Counselor™ designation
- FINRA Series 7, 24, 63, and 65 securities licenses
- Life insurance license
About Jonathan:
Jonathan leads the team’s investment product research efforts and works closely with clients to develop investment strategies aligned with their financial goals. With a background in investment research and financial planning, he brings a comprehensive perspective to helping individuals, families, and business owners make informed financial decisions.
Prior to joining the firm, Jonathan held several roles at Stifel, including Mutual Fund Specialist and Analyst within the Traditional Product Research Group. There, he evaluated mutual funds, ETFs, and separately managed accounts while contributing to the oversight of more than $2 billion in discretionary portfolios. His experience in investment analysis and portfolio construction continues to shape his disciplined, research-driven approach to serving clients.
Jonathan earned a Bachelor of Science in Business Administration from the University of Missouri-Columbia.
Outside the office, Jonathan enjoys traveling and spending time with friends and family. He is also an avid scuba diver and a certified SSI Divemaster.