Jonathan was born and raised in San Dimas, CA and graduated from University of California, Santa Barbara with a B.A. in Psychology and has A.A. Degrees in Mathematics and Natural Science. Prior to joining EP Wealth, he was an Operations Associate for Manchester Capital Management LLC and Mercer Global Advisors LLC respectively. Jonathan specializes in processing money movements, account maintenance, and custodial forms in the client relationship team. His focus is serving clients with customer service and attention to detail as priority. In his free time, he loves to utilize his mixology skills, snowboard, play poker, mixed martial arts, and spending time with his wife, family, and friends.
University of California, Santa Barbara, B.A. in Psychology