The job of an advisor is one of immense trust and responsibility, which includes working with clients to customize solutions tailored for their individual goals and needs. In his role as Managing Director of Investments, Johnathan’s passion is about helping his clients achieve their specific objectives no matter how big or how small.

Jonathan joined Wedbush Securities in 2022 in its growing Pasadena office. He brings nearly 15 years in financial services to the firm, where his specialization of Fixed Income, catering to his discerning clients and their specific investment needs. His career as a financial advisor began in 2007 with M.L. Stern & Co., which merged into Southwest Securities in 2008, and subsequently acquired by Hilltop Securities Inc. in 2015. He basically remained at the same company his entire career, until making the decision to come to Wedbush. He did so because he felt strongly about the firm’s Fixed Income desks on both coasts that could provide his clients more opportunities to reach their investment goals.

He currently is bi-coastal, living in Georgia and Pasadena. When not spending time with his fiancé and children, Jonathan enjoys boxing and golfing.