Jonathan leads a high-performing team of Financial Advisors across Silicon Valley, Central California, Northern Nevada, and Sacramento, with a clear focus on growth, recruiting, and helping advisors win in today’s competitive landscape.

With more than 20 years in wealth management across independent, wirehouse, bank, and private banking channels, Jonathan brings a practical, advisor-first perspective, shaped by his own experience as a Financial Advisor. He understands what it takes to build and scale a successful practice, deepen client relationships, and compete at the highest level.

Jonathan’s role is simple: advocate for his advisors, remove barriers, and connect them to the full strength of the platform so they can grow faster and serve clients better.

Previously, he held leadership roles with Prudential Advisors, LPL Financial, Bank Leumi, and JPMorgan Chase.

Advisors should join the Sierra Nevada market because it offers the best of both worlds: a growing client opportunity set and a leadership team that is deeply invested in helping advisors win. You’ll gain an advocate who understands the business from the advisor’s seat, removes barriers, and connects you to the full power of the platform – so you can scale faster, compete confidently, and better serve your clients.