Jonathan understands that personalized service is key to matching clients with the right wealth plan. He takes a holistic approach, considering each client's risk tolerance, personal timelines, lifestyle needs, and long-term goals. With a strong emphasis on capital preservation and downside risk mitigation, Jonathan is dedicated to effective wealth stewardship and transfer.
As a qualified Portfolio Manager, Jonathan can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
Jonathan and his team have been named to the Forbes Best-in-State Wealth Management Teams List for 2025, 2024, and 2023 (Published annually in January. Rankings based on data as of March 31 of prior year). This list recognizes the top advisory teams in each state, based on both quantitative and qualitative data.
He was also honored in the Forbes Best-in-State Next-Generation Wealth Advisors List in 2022 and 2019, which features the top 250 next-gen advisors nationwide (Published annually Aug. – Sept. Rankings based on data as of March 31 of current year). Jonathan earned a spot on the 2018 Forbes Top Next-Generation Advisors List, recognizing 1,000 young, emerging talents shaping the future of wealth management (Published on July 25, 2018. Rankings based on data as of March 31, 2018).
Jonathan holds two professional certifications: the Certified Private Wealth Advisor® (CPWA®) designation, awarded by the Investments & Wealth Institute™, and the Chartered Retirement Planning Counselor™, CRPC™ designation. He specializes in pre- and post-retirement needs of clients.
Since 2003, Jonathan has built a distinguished career in financial services. He holds a B.A. in Finance from California State University, Fullerton, and serves as Senior Vice President and designated Wealth Management Advisor. He lives in Newport Beach with his wife and twin daughters.
To schedule a financial review with Jonathan, please contact him at (949) 721-7256.
*2018 Forbes “America’s Top Next-Generation Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1979 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1985 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. 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.
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
