Jonathan J. Billiot Mba, Cfp®

Family Office Captain at Ark Financial

Jonathan J. Billiot, MBA, CFP®, serves as Family Office Captain at Ark Financial, a Multi-Family Office firm focused on helping first-generation entrepreneurs with wealth accumulation and legacy goals. With extensive experience, Jonathan has held various roles at Ark Financial since 2016, including Senior Project Manager, Chief Compliance Officer, and Director of Client Services, where skills in client engagement, compliance, and financial planning were developed. Additionally, Jonathan co-founded and operates Snazzé Boutique, an online clothing store, focusing on profitability and community support. Prior experience includes work as a Senior Credit Analyst at Comerica Bank and an internship with the U.S. Department of State. Jonathan earned an MBA from the Quantic School of Business and Technology and a BBA from Baylor University.

Location

Austin, United States

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Ark Financial

Ark Financial is a consulting firm that provides wealth management services for entrepreneurs and professionals.


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Employees

11-50

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