Jonathan joined GoldBook Financial in September 2023 as a Financial Advisor.

Knowledge is the key to a successful financial future. With over 18 years of experience in the financial services industry, Jonathan can provide a wide variety of products and services to help his clients meet their financial goals.

Prior to joining GoldBook, he was a financial advisor and financial services professional at MassMutual Pacific Coast. He also spent four years as a financial professional at AXA Equitable and 10 years in various roles at Wells Fargo.

Jonathan graduated from San Diego State University with a Bachelor of Science in Finance. Outside of work, he enjoys golf, watching sports and spends time behind the grill/smoker creating amazing BBQ meals. Jonathan is co-president of a local non-profit – Japanese American Citizens League.

He holds FINRA Series 6, 7, 63 & 66 and is Life, Accident and Health licensed.

CA Insurance License #0K26686