Jonathan has been in the financial services industry for over 10 years. Prior to joining UBS in 2009, he was with Smith Barney where he focused on the needs of high net worth families, corporate executive financial services and equity compensation programs. Jonathan's group worked with several Fortune 500 companies.

 In 2014, Jonathan achieved Director council status at UBS. In 2011, Jonathan received the UBS Comprehensive Wealth Manager and New Relationship Leader awards. He was also part of Smith Barney's Blue Chip Council in 2006, 2007 and 2008 which recognizes the top financial advisors in their class. Jonathan received his B.A. in economics from Denison University and studied economics abroad at the University of Wales - Swansea.

• 2011 UBS New Relationship Leader Award
• 2008 Smith Barney Blue Chip Council
• 2007 Smith Barney Blue Chip Council
• 2006 Smith Barney Blue Chip Council
• 2011 UBS Comprehensive Wealth Manager Award

• Honorary Degree of Economics - University of Wales, Swansea
• B.A. of Economics - Denison University

• Series 31, Managed Futures Representative
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• State of Illinois, Life and Health Insurance Licensed
• Series 7, General Securities Representative

AR, AZ, CA, CO, CT, FL, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WI