Mariner Wealth Advisors
Jonathan helps individuals and families grow and protect wealth with comprehensive wealth management including integrated financial planning and investment strategies. Prior to joining Mariner Wealth Advisors, he was an investment advisor representative and lead portfolio manager at Commonwealth Advisory Group, where he designed, implemented and monitored customized investment solutions and portfolios with a focus on clients’ long-term objectives and cash flow needs.
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Mariner Wealth Advisors
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders.