Jonathan Johnston Email and Phone Number

Oversaw the firm’s day-to-day operations and ensured that the company’s RIA and broker/dealer policies were met. Lead and motivated a team in providing first-class service to new, existing, and perspective clients. Ensured all service components of the client relationship were performed with accuracy and efficiency. Helped to promote and advance career paths for Operations Associates, including semi-annual performance evaluations. Developed, implemented, and executed operational team procedures. Acted as a project manager for complex cases, such as estate plan executions, retirement plan set up, new client onboarding, insurance processing, and other instrumental projects. Interfaced and gathered information from investment sponsors, plan administrators and other third-party companies as needed to solve problems and complete tasks.

Small Business Specialist, Manager on Duty

Small Business Specialist

Criminal Investigator:- Hand-picked for this special duty position to handle cases ranging from narcotic usage and distribution to high dollar fraud.- Assigned to 18 cases with a 94% solve rate, resulting in 3 members being dishonorably dischargedfrom the Air Force for possessing and using illegal narcotics, with one being sentenced to militaryconfinement.Secondary Duty/Co-Ground Intelligence Coordinator:- Assisted in immediate dissemination of any potentially dangerous or pertinent information to baseleadership that involved threats to the local area in order to form a defense posture.- Responsible for constantly monitoring both classified and open sources to gather intelligence todisperse to base defense sentries.Base Defense Operations Center Controller:- Controlled and monitored all Security Forces Radio transmissions.- Briefed and dispatched Security Forces Patrols to any and all incidents, alarms and emergencysituations.- Monitored Intrusion Detection Systems (IDS) and all camera systems located throughout theinstallation.- Documented all incidents, emergency situations, alarms and miscellaneous events daily and sentall documentation up to higher headquarters and civilian law enforcement agencies.

Vehicle Control Officer:- Maintained accountability of 22 vehicles valued at $552,000.- Coordinated vehicle repairs and maintenance, both on the base and at outside commercialbusinesses.- Provided continuity for unit's vehicle fleet while partnering with additional base agencies to provide government licenses to military members.- Responsible for formulating local area Operating Instructions.Assistant Supply Control Officer:- Deactivated mobility storage units stocked with over $3,000,000 in deployment assets allowingreallocation into to other critical areas.Assistant Unit Deployment Manager:- Equipped and mobilized 270 members fulfilling tasking in 40 worldwide special operationsdeployments.

Installation Patrolman/Installation Entry Controller:- Certified as a Security Forces Patrolman responsible for both security and law enforcement.- Performed force protection duties, including use of deadly force for protection of personnel andresources.- Maintained specialized knowledge of military regulations regarding physical security, as well as lawenforcement principles and practices.