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Biography

Jonathan is a Partner in the Orange County office.

Jonathan has over 20 years of experience in the financial industry, specializing in investment management and helping clients achieve their financial goals. He is committed to providing clear, personalized guidance, answering clients’ financial questions, and developing strategies tailored to their unique needs and objectives.

Prior to joining Cerity Partners, Jonathan served as a Manager Director for First Foundation Advisors and was Financial Advisor at RGT Capital Management. He also was an Associate Advisor with Smith Barney and UBS.

Education

  • B.A. in Finance (with an emphasis in investments and financial planning) from Cal State Fullerton, Mihaylo School of Business

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.