ABOUT JONATHAN

Born in Berlin to American parents, Jonathan is a seasoned financial adviser with over 10 years of experience in wealth management, retirement planning, and stock investment. An honors graduate of IMD Business School, he relocated to the U.S. to expand his expertise and has built a reputation for delivering personalized financial strategies that ensure stability and growth for his diverse clientele. Outside of work, Jonathan enjoys spending time with his family, including his wife, kids, and dog, Mats. He's an avid traveler, reader, and sports enthusiast with a passion for hiking, golf, and skiing. Actively involved in community education, Jonathan hosts workshops and seminars to help individuals make informed financial decisions. His expertise in retirement income strategies has been featured in Forbes and Wall Street Journal.

Qualifications

• 0 Principal/Supervisory Exams
• 3 General Industry/Product Exams
• 2 State Securities Law Exams

Specialties