Jonathan believes that personalized service is essential when matching clients with the right wealth plan. He is sensitive to the risk parameters, personal timelines, lifestyle needs and long term goals of each and every client.  Jonathan recognizes the importance of capital preservation and down-side risk reduction for the effective stewardship and transfer of wealth.

Jonathan is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Jonathan and his team were named to the 2024 and 2023 Forbes Best-in-State Wealth Management Teams List. Published annually in January. Rankings based on data as of March 31 of prior year. The Best-in-State Wealth Management Teams List represents the top advisory teams in each state based on quantitative and qualitative date.

Jonathan was named to the 2022 and 2019 Forbes Best-in-State Next-Generation Wealth Advisors List (Published annually Aug – Sept. Rankings based on data as of March 31 of current year).  The Best-in-State Next-Generation Advisors list represents the top 250 next-gen advisors in each state.  Each advisor on the list is selected by Shook Research based on an algorithm of qualitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management.

Jonathan was also recognized on the 2018 Forbes Top Next-Generation Advisors List (Published on July 25, 2018. Rankings based on data as of March 31, 2018). The 2018 Top Next-Generation Wealth Advisors list includes 1,000 young, talented advisors who represent the future of the wealth management industry. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research.

Jonathan holds the Certified Private Wealth Advisor®, CPWA® designation. The CPWA® is administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The University of Chicago Booth School of Business.

Jonathan holds the Chartered Retirement Planning Counselor™, CRPC™, designation. He focuses on the pre and post-retirement needs of clients.

Jonathan has been in the financial services industry since 2003. He earned his B.A. in Finance from California State University, Fullerton. He is a Senior Vice President and designated Wealth Management Advisor.  Jonathan and his wife reside in Newport Beach with their twin girls.

If you are interested in scheduling a financial review with Jonathan, please contact him at (949) 456-8114. *Source: The Forbes “Top Next-Generation Wealth Advisors” list, published on July 25, 2018. Rankings based on data as of March 31, 2018.

Forbes’ “Top Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum of four years of relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.