Jonathan began his career in financial services as an advisor at Waddell and Reed in 2007. In September 2008, he moved to Merrill Lynch Wealth Management where he worked closely with individuals and families, helping them achieve their financial goals.As a member of JDK Wealth Advisors, Jonathan's focus is on creating investment strategies that are tailored to each client. He balances client's short, intermediate, and long-term goals in order to implement the most appropriate financial strategy. His responsibilities for the team include portfolio construction and due diligence.Jonathan earned his B.B.A. in Finance from the University of Notre Dame. He obtained his CFP® certification awarded by the Certified Financial Planner Board of Standards, INC. and is also holds a Certified Investment Management Analyst® (CIMA®) professional designation. With his passion to serve the community, Jonathan currently sits on the Boards of Sunshine Cottage School for the Deaf.Jonathan and his wife Mallory enjoy traveling, anything outdoors and college football.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.