Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Jonathan "S." Israel, AAMS®, CRPS®, CPWA®
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.
AZ, CA, CO, FL, GA, HI, ID, KS, MD, MN, NH, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA
Brent joined Endeavor Financial Group in 2019 after graduating from the University of California, Santa Barbara with a degree in Economics and Accounting. He takes the lead on all operational functions of the team, including all aspects of client onboarding, account maintenance, portfolio reporting, and online access, as well as coordination of all securities-backed and margin loan funding needs.
Currently residing in Santa Monica, Brent enjoys spending time with friends and family, listening to classic rock, and watching Angels baseball. Brent holds his Series 7 and 66 securities licenses.