Jonathan provides financial planning and investment services for individual and corporate clients, as well as nonprofits and company retirement plans. As a CERTIFIED FINANCIAL PLANNER™ professional, he has in-depth knowledge of financial, tax, retirement and estate planning, employee benefits, investment management, and insurance. Before joining Raymond James in February 2020, Jonathan held the position of first vice president of investments at Wells Fargo Advisors, where he worked for 23 years (including predecessor firms). Previously, Jonathan spent 10 years at Deloitte, an international accounting firm.
Jonathan earned an MBA from the University of Miami (Florida) and a bachelor’s degree in economics from McDaniel College (formerly Western Maryland College). Jonathan is originally from Miami Beach, Florida, and now lives in Bethesda, Maryland, with his wife, Alison, and their children, Sarah, Joshua, Caroline and Lauren. In his free time, he enjoys exercising, reading and keeping up with their children. He is also very active in his church and works with high school youth.