As a Senior Planning Analyst, Jonathan assists the Directors of Planning and Client Services and Peter by preparing account reviews, retirement analyses and proposed portfolios. Jonathan provides his expertise and assistance in the preparation of complex financial plans for our clients. Prior to joining MWA, he worked as a Financial Consultant for Charles Schwab & Co. in Hagerstown, MD. He assisted clients with all aspects of financial planning and helped the firm reach its AUM goal. Jonathan is a 2006 Eldridge Eliason Award Recipient.
Education and Certifications
Bachelor’s degree in Business Management from Washington College
Masters in Business Administration from Wesley College
Series 7 securities registered
Series 66 securities registered
Life and Health Insurance licensed