Jonathan graduated from both Boston University with cum laude honors and Seton Hall University School of Law, and has been helping affluent investors for over 20 years. Jonathan holds the series 7, 63, 65, and 31 securities registrations. In 2016, he published his original book, 6 Essential Practices for Income Investors. In 2017, Jonathan achieved the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business. The Certified Private Wealth Advisor® (CPWA®) certification is an advanced credential created specifically for financial professionals who work with high-net-worth clients. In February of 2018 Jonathan was recognized by Forbes as a 2018 Best-In-State Wealth Advisors in the state of Kansas.* In April of 2022 Jonathan was ranked #57 by Forbes in the State of Missouri for the Forbes 2022 Best-in-State Wealth Advisor ranking. Jonathan and Peter have worked together in a team helping high-net-worth clients since 1999. In his down time, Jonathan enjoys skiing, lacrosse, and travel. Jonathan is excited about the new development in the Greater Kansas City area and lives in downtown Kansas City, MO and patronizes the Kauffman Center for the Performing Arts and the Sporting Kansas City soccer team.
CA Insurance License #OI11429. Resident State MO
*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.