Jonathan joined IFG LLC in 2015 and currently specializes in portfolio analysis and insurance policy review. This role allows him to work closely with clients to build individualized financial plans.
He graduated with a Bachelor of Science in Economics from E.J. Ourso College of Business at Louisiana State University. In addition to the Series 7 and 66 securities registrations, Jonathan is a CERTIFIED FINANCIAL PLANNER™ Professional and has attained the Accredited Investment Fiduciary® Designation, demonstrating his deep understanding of Prudent Practices® and methodology.
Jonathan is also actively involved in his community. He is a member of Sunrise Rotary of Baton Rouge, serves as the chapter advisor of SAE at LSU, and is a member of South Baton Rouge Presbyterian Church. His commitment to helping others achieve their goals and his active community involvement make him well-suited to provide exceptional support to our clients.