Jonathan joined Morgan Stanley in 2001 and came to Wells Fargo Advisors with the rest of the team in 2015. Prior, he was an equity partner in a boutique investment bank underwriting healthcare facilities. He is now a part of &Partners.
Jonathan received his MBA from DePaul University and his Bachelor’s Degree in Business from the University of Illinois at Chicago, where he was inducted into the National Honor Society of Business Students.
Jonathan holds a CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards and a Chartered Financial Consultant (ChFC™) designation from the American College. He is also an arbitrator for the Financial Industry Regulatory Authority (“FINRA”). Most recently, Jonathan earned his Accredited Investment Fiduciary (AIF®)designation.
Jonathan focuses on income planning to assist retirees in pursuing a comfortable and predictable retirement. He and his wife Chevy reside in Skokie, Illinois with their children residing in both Chicago and Israel.
CA Insurance License #4227876
