Jonathon joins Baird most recently from Zions Wealth Advisors where he’s been for what will soon be a decade.
He maintains his Series 66 and Series 63 licenses. Specializing in financial planning services including portfolio management for individuals and/or small businesses, or institutional clients. He is always willing to volunteer to teach educational seminars/workshops.
Jonathon and his wife are kept busy by their three children – when he’s not coaching their sports teams, he enjoys golfing and watching University of Utah football.