Boca Raton, FL
- Financial Professional and Branch Manager holding series 7, 24, 53, 63, 66 licenses
- Investment Advisor with Herbert J Sims Capital Management, an affiliate of Herbert J Sims. (series 66 license)
- Life and Annuity insurance licenses
Jonathan’s career in financial services began in 2005 as a Financial Advisor in New York. He transitioned into branch management in 2007, and then to executive management in 2012.
Joining HJ Sims in June of 2016 as Managing Director in HJ Sims’ Boca Raton office, Jonathan now serves as the Co-Head of the Private Wealth Management Group.
Jonathan’s focus includes attracting new partners to the firm, supporting financial professionals’ growth plans, and driving strategic initiatives across the firm.
Joanthan lives in Boca Raton with his wife and their two children.