About Jonathan


Jonathan strives to provide the type of service to clients that he would like to receive for him and his family. An educator at heart, his experience within the financial services industry helps make him an efficient and friendly Customer Service Associate. 

A cum laude graduate of California State University Fullerton with a degree in International Business Management, Jonathan started his financial services career as a teller. In his role as a teller, he discovered his passion for assisting clients in pursuit of their financial goals. 

Outside of the office, Jonathan enjoys working out and spending time with friends. He also likes pursuing new knowledge and gaining new skills. 


Favorite food:


Best piece of financial advice received:

It is not truly a loss, until you have sold.

Favorite quote:

The proper function of a man is to live, not to exist. I shall not waste my days in trying to prolong them. I shall use my time. – Jack London

What motivates you:

The pursuit of happiness

Favorite holiday:

New Year’s Eve

Something on your bucket list:

Travel to every place I have ever thought about visiting

Place you’d most like to visit:


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