Jonathan Smith, CFP®, is a Wealth Advisor at Kovitz, where they focus on providing personalized financial planning solutions. Previously, they served as the Vice President of Wealth Investment Advisory at Johnson Financial Group from 2018 to 2021 and held the position of Assistant Vice President Branch Manager at Johnson Bank from 2013 to 2018. Jonathan began their career as a Store Manager at Wells Fargo from 2011 to 2013. They earned a Bachelor's Degree in Mathematics Teacher Education from Concordia University-Wisconsin in 2011.
Location
Madison, United States
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