Jonathan Walker, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Business Retirement Plans

About Jonathan

Growing up in New York City, I remember wanting to be really wealthy. While pursuing and completing a degree in political science from the University of Wisconsin as a precursor to law school, I started debating with myself about that path. Fascinated with space and the way we humans interact with it, I dabbled in architecture classes. I was still exploring. I became enamored with finance and all the intricacies surrounding the movement of money and the creation of wealth.

After landing at a global investment bank acquiring knowledge about investing, diverse investments, markets and risk management, I had an epiphany:...

Work History

  • Edward JonesApril 2017 to Current

Education

  • Univ of Wisconsin - MadisonBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Cooking
  • Outdoor Enthusiast

Team Members

  • Donna Fullerton
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat By Appointment Only
Sun Closed

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