Jonathan joined BCA Private Wealth to provide back-office support and operational efficiency to the team. As a Wealth Advisor, he is responsible for monitoring client account activity, ongoing account maintenance, and portfolio reconciliation. He attended Wofford College, graduating with a degree in Business Economics with a minor in Finance. Jonathan began his financial career with an internship at TNB Financial Services and working at Equitable Advisors. Jonathan is from Cairo, Georgia and enjoys golfing in his free time, going on runs, and cheering on the Tottenham Hotspurs.
Professional Designations
- Chartered Retirement Planning CounselorTM
Licenses
- Series 7
- Series 66
- South Carolina State Insurance Licenses for Life, Accident, Health, Variable Life and Annuity
