Biography
Jonathan is a Wealth Advisor on our John Team. He is responsible for providing financial planning and investment advice to ultra-high-net-worth individuals and their families. After becoming a CFP® practitioner, he took on the role of developing IF's financial planning department, offering additional services to IF’s wealth management clients. Jonathan earned his Bachelor's degree in Finance from Brigham Young University. He resides in San Clemente, California, as he prefers commuting to work rather than giving up the beach. His love for the ocean comes from his passion for surfing, spear fishing, and scuba diving. If he’s not in the water, you’ll likely find him on the golf course.