Designations and Licenses

Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Jonathan builds and maintains client relationships by working as part of a wealth team that provides comprehensive wealth management plans to clients.

Prior to joining Mariner, Jonathan was a client specialist at American Century Investments, where he provided high-net-worth individuals, families and business owners with personalized wealth management solutions to help them achieve their objectives.

Jonathan has a bachelor’s degree in marketing from the University of Missouri-Columbia.