Associate Wealth Advisor
As an associate at Amplius Wealth Advisors, Jonathan is responsible for providing outstanding customer service and overall support for the entire team. Jonathan has a strong background in personal finance and looks forward to building meaningful relationships with all of the clients at Amplius Wealth.
Jonathan graduated from the University of Delaware in 2020 with a major in Economics and a minor in Theater Performance. Prior to Amplius Wealth, he worked at J.P Morgan servicing loans for the Main Street Lending program which was a part of the early Corona-related government stimulus. Jonathan Interned for the Liebman-Marks group in 2019 and is extremely excited about the opportunity to grow with Amplius Wealth Advisors.
Jonathan Grew up in center city Philadelphia and attended Delaware Valley Friends School. Jonathan is a huge sports fan and is an avid fisherman. He also has a love for animals and owns a Chinchilla named Linguini and a fourteen-year-old labradoodle.