JUNIOR ADVISOR

After graduating from Midlands Technical College with his Associates degree in Marketing, Jonathan obtained his Insurance license and his FINRA Series 65 license, entitling him as an Investment Advisor Representative and Fiduciary. He is noted to be one of the youngest individuals in the United States to achieve the status of a FINRA Series 65 licensee. Jonathan enjoys helping clients achieve financial freedom through tax-efficient retirement strategies lifetime income planning. Away from work, he owns a real estate investment company with his father and enjoys spending time on Lake Murray. His hobbies include traveling & duck hunting.