Jonathan Israel has been in the financial services industry since 2006. Upon graduating from UCSD with a degree in Economics, he began his career at Edward Jones in Studio City. There, he received numerous accolades within the company and was recognized as Rookie of the Year by Research Magazine, a national publication for advisors.
In 2011 he made the move to UBS in order to have a more well-rounded approach to helping his clients. Jonathan is a Certified Private Wealth Advisor® and an Accredited Asset Management Specialist(SM). He focuses on creating and implementing financial plans for business owners and high net worth families. As a Certified Retirement Plan Specialist(SM), he also specializes in designing and running corporate retirement plans for small and mid-sized companies. In 2019, Jonathan was named one of the Top 35 Advisors Under 35 at UBS*.
Jonathan enjoys cooking, reading books, and bike riding. He lives in Valley Village with his wife, their two children, and dog.
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Registered States:
AZ, CA, CO, FL, GA, HI, ID, KS, MD, MN, NH, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA