UPSTREAM Investment Partners, LLC
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.
UPSTREAM Investment Partners, LLC
Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure. Upstream Investment Partners uses Sigma Financial Corporation, a member of FINRA and SIPC and a nine time winner of Broker/Dealer of the year, from Investment Advisor Fax Poll, as their Broker / Dealer. Sigma Financial will provide many services for Upstream IP, including back office support, due diligence and compliance oversight.