Optimize Your Investment Portfolio
For the past 25-plus years, Jonathan has consistently helped clients reach their financial goals across various financial categories, including financial planning, estate planning, asset management, and cash management.
Jonathan’s track record of success results from listening carefully to each client’s needs and creating tailored solutions that perform regardless of the financial category.
As the Head of Research at Fulcrum Wealth Advisors, Jonathan's thought leadership is instrumental in developing the philosophy and strategies that drive results in client portfolios year on year. His insightful perspective and deep understanding of the macroeconomics influencing the global market make him a sought-after investment advisor to high-net-worth families and organizations worldwide.
About Jonathan
Jonathan is a career financial advisor with over 25 years of experience in investment advisory, financial planning, and portfolio management services. Serving high-net-worth individuals, families, and business owners, Jonathan tailors his investment strategies to clients' specific long-term goals and personal values.
In 1995, Jonathan earned his M.A. in Liberal Arts from St. John's College and has since worked as a financial advisor at Merrill Lynch, Piper Jaffray, UBS, and Oppenheimer & CO.
Jonathan specializes in portfolio growth and retirement planning. His expertise includes asset allocation, complex hedging strategies, and working with restricted stock 144/145.
Originally from Northern California, Jonathan has lived in Washington State since 1996. He lives in Bellevue and enjoys downhill skiing, golfing, and hiking with his son, daughter, and son-in-law.
Invest In The Northwest
Investors may wish to consider a professionally selected and managed strategy for investing in equity securities of companies headquartered in the northwestern United States. The Pacific Northwest is home to many of the most recognized and cutting-edge companies in the world. The strategy is expanded along several different sectors to provide investors with equity diversification.
Washington State is well known for its leadership in global aerospace, but the state also features many other strong sectors: global health, biotechnology, clean technology, information and communication technology, maritime and advanced manufacturing, military and defense, and clothing and retail distribution. Washington State is also perfectly positioned as an international export and transportation hub. In 2018, Washington had the fastest-growing state GDP in America and reported 4.7% of all 2018 United States exports.
Oregon is home to a variety of industries, but three have a recognized global competitive advantage: manufacturing, clean technology, and outdoor gear and activewear. Like Washington State, Oregon offers globally competitive tax incentives to encourage business growth and prosperity. In 2018, Oregon’s real GDP grew 3.4%, reaching $246.298 billion.
California, if it were its own nation, would have the fifth-largest economy in the world. With its GDP reaching $2.9 trillion in 2018, California represents 15% of the U.S. economy.
The Pacific Northwest is home to numerous world-class companies with a unique economic footprint that offers investors equally unique return opportunities. We at Fulcrum Wealth Advisors believe that focused analysis within this region will help clients achieve and exceed investment goals.
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