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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.

Learn more about my practice.

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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Principal & Client Experience Director

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Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

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Video: August 2026 Economic and Market Outlook

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California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, 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.