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Jonathan is a Principal based in the Houston office and a member of the firm’s Wealth Management practice. As a financial adviser, he is committed to helping clients develop holistic financial plans to achieve personal and financial objectives.

Prior to joining Cerity Partners, Jonathan was a Wealth Advisor at Investec Wealth Strategies. Previously, Jonathan worked as an advisor at Asset Management Advisors and Vestis Advisors.

Jonathan earned his Bachelor of Science from Texas A&M University, is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor (CRPC), and a member of the Financial Planning Association (FPA).

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