Jonathan is a Certified Financial Planner™ and has served as a financial adviser since 1999. He began his financial career at Merchants National bank in 1996. At Old Second, Jonathan worked as a Vice President to help build the Wealth Management Group. In July, 2011, Jonathan and his partners launched Clear Perspective Advisors.
Jonathan received an MBA certificate from Aurora University in strategic sales management and earned his bachelor's degree magna cum laude in accounting and marketing from Aurora University. Jonathan currently serves as the Treasurer & Board Member for the Aurora Civic Center Authority (a position appointed by Aurora Mayor Tom Weisner in 2012 & reappointed in 2016) as well as being a board member on Serenity House Counseling Services in Addison & the CASA Kane County Chairman's Advisory Panel. Also in 2016, Jonathan was added as a Board Member/Director at the Bank of Montgomery.
EDUCATION & PROFESSIONAL DESIGNATIONS
Aurora University, B.A.
Certified Financial Planner™ (CFP®)
FINRA Licenses 6, 7, 63, 66
State of Illinois Life Insurance License
CASA Kane County, Chairman's & Advisory Panel since 2012
Aurora Civic Center Authority, Board Member since 2012
A+ Foundation for West Aurora Schools, Board Member from 2012-2014
Serenity House Counseling Services, Board Member since 2015
Bank of Montgomery, Director/Board Member since 2016