Jonathan is a Wealth Advisor and Chartered Retirement Planning Counselor™ with BCA Private Wealth; his passion is guiding clients through their financial journey to help achieve their financial goals. As a Wealth Advisor, he is responsible for monitoring client account activity, ongoing account maintenance, and portfolio reconciliation.
Jonathan attended Wofford College, graduating with a degree in Business Economics with a minor in Finance. Jonathan also studied business and communications abroad in Prague, Czech Republic during his college education. Jonathan began his financial career at TNB Financial Services and then Equitable Advisors.
Jonathan lives in Greenville, South Carolina, where he enjoys golfing, fly fishing, running, and collecting vinyl records. As a Georgia native, he cheers on the Georgia Bulldogs on Saturdays and the Steelers on Sundays.
Professional Designations
- Chartered Retirement Planning CounselorTM
Licenses
- Series 7
- Series 65
- Series 63
- South Carolina State Insurance Licenses for Life, Health, Variable Life and Annuity
Education
- Wofford College – Bachelor’s Degree
Professional Association Memberships
- Greer Leadership Class of 45, Greer Chamber of Commerce
Contact Jonathan for
· Financial Analysis
· Investment Analysis
· Tax Analysis
· Insurance Analysis
· Client Services and General Questions
· Distribution Services
· Investment Account Processing
· Insurance Services