Jonathan M.

Jonathan M. has a diverse range of work experience in the financial industry. Jonathan started their career in 2005 at Ameriprise Financial Services, Inc., where they worked in various roles such as Financial Advisor, Registered Principal, Regional Sales Manager, and Branch Manager. In 2017, they joined Wells Fargo Advisors as a First Vice President and Branch Manager. In 2019, they moved to Sigma Financial Corporation as a Registered Representative. In the same year, they also started working at UPSTREAM Investment Partners, LLC as a Branch Director and Private Wealth Manager. In 2020, they became a Managing Member at UPSTREAM Tax Partners. Jonathan M. has expertise in retirement planning, financial management, and providing trusted advice to individuals, families, and businesses.

Jonathan M. obtained a Bachelor of Science degree in Finance from California State University, Los Angeles, graduating in 2005. In 2012, they pursued further education and successfully completed a Master of Business Administration (MBA) degree with a specialization in Finance from Columbus State University in 2013. Additionally, in 2005, Jonathan obtained various certifications including Series 7, 9, 10, 24, 31, and 66 from FINRA. In 2013, they obtained the Insurance Agent certification for Accident, Health, Life, Variable Life, and Variable Annuities from the State of Colorado.