Jonathan began his professional career in the early 1990s, following his father's 40 years in financial services. He has been with Wells Fargo Advisors Financial Network, LLC or one of its predecessors continuously since 1994, when he began as a technical analyst for the financial planning and institutional managed money division.
After completing his CERTIFIED FINANCIAL PLANNERTM coursework at Boston University, Jonathan started an advisory practice in southern Connecticut at Prudential Securities, LLC, a predecessor firm of Wells Fargo Advisors Financial Network, LLC. Since then, he has built a substantial personal financial services practice in association with Wells Fargo Advisors Financial Network, LLC, focusing on asset management consulting and planning, serving hundreds of clients across the country.
Jonathan has been recognized as a Premier Advisor in 2014, 2015, 2016 and 2017.
The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by three or more of the following: Length of service with the firm, completion of educational components, business production and professionalism.