Jonathan is a Certified Financial Planner and is also the Portfolio Manager for the Wealth Advisory Group Registered Investment Advisory firm. He received a B.S. from The Ohio State University in 1985 and a Masters degree in Business from Central Michigan University in 1994.
He is Series 6, Series 7, Series 26, Series 63, Life, Health, and Variable Contracts licensed. He is a member of the Investment Management Consultants Association and has attained their Certified Investment Management Analyst (CIMA®) certification.
Jon is married with two daughters