Jonathan Hatch is an experienced financial professional currently serving as an Investment Advisor Representative with LPL Financial since May 2024, specializing in fee-only financial planning and custom "Income Security Plans" for clients. With a long-standing tenure at Wasatch Capital since July 2000 as Co-Owner and Vice President of Investments, Jonathan has been involved in insurance and retirement planning since 1976. Previous roles include Investment Advisor Representative positions at Lincoln Financial Securities Corporation from March 2011 to May 2024, Hornor Townsend & Kent from 2009 to 2011, and Registered Representative at Jefferson Pilot Securities Corporation from 2006 to 2009, all focusing on investment advising. Jonathan holds a Bachelor's degree in Finance and Financial Management Services from the University of Utah's David Eccles School of Business, as well as a Certified Financial Planner (CFP) designation from the College for Financial Planning.
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