ADVISOR BIO

Jonathan Vellenzer Narbett is a financial advisor with Valic Financial Advisors, Inc. Jonathan has been in the industry since 2007 and is registered in Arizona, Florida, Illinois, Indiana, Missouri and South Carolina. Valic Financial Advisors, Inc. is a firm with offices in Houston, TX, and specializes in financial planning, portfolio management for individuals, and selection of other advisors. Jonathan has a diverse client base including high-net-worth individuals and corporations.

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ADVISOR BIO

Jonathan Bazelon is a registered representative with J.p. Morgan Securities LLC. Jonathan has been in the securities industry since 2020. Jonathan's professional experience includes previous roles at Equitable Advisors, LLC and Tulane University. Jonathan is registered to offer securities in 53 states and the District of Columbia.

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ADVISOR BIO

Jonathan Khosa is a financial advisor at UBS Financial Services Inc. Jonathan has been in the industry since 2018 and is licensed to provide financial advice in Illinois. Jonathan is also registered in 53 other states and the District of Columbia.

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ADVISOR BIO

Jonathan Traub is a financial advisor registered with UBS Financial Services Inc. Jonathan has been in the financial services industry since January 2005. Jonathan has been associated with UBS Financial Services Inc. since April 2009. Prior to that, Jonathan was with CITIGROUP GLOBAL MARKETS INC. in Chicago, Illinois. Jonathan has passed the Series 66, Series 7, Series 31 and SIE exams. Jonathan has a total of 35 active state registrations, including Illinois, Florida, and Texas. Jonathan has a strong track record of providing investment advice to individual clients, corporations, charitable organizations, and pension and profit-sharing plans. Jonathan is committed to providing clients with personalized financial planning and investment advice.

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ADVISOR BIO

Jonathan Woods is a financial advisor with over 15 years of experience in the industry. Jonathan is currently registered with J.P. Morgan Securities LLC and is licensed to provide securities and investment advisory services in several states. Jonathan has previously held positions with Multi-Bank Securities, Inc., Vining Sparks and ICBA Securities. Jonathan is dedicated to providing personalized financial advice to individuals, families, and businesses. Jonathan specializes in a range of financial services, including investment management, retirement planning, and estate planning. Jonathan works with a variety of clients, including high-net-worth individuals, families, and businesses.

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ADVISOR BIO

Jonathan Sears is a financial advisor with over 14 years of experience in the industry. Jonathan is currently registered with Schwab Wealth Advisory, Inc., and has been with the firm since October 2022. Prior to that, Jonathan worked at J.P. MORGAN SECURITIES LLC and PNC INVESTMENTS. Jonathan is also a Certified Financial Planner. Jonathan works with individuals and businesses on their financial planning needs.

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ADVISOR BIO

Jonathan Vree is an Investment Advisor Representative with Corient, a firm that provides financial planning and investment management services. Jonathan is registered in Illinois and Texas, and has been in the industry since 2007. Jonathan has a Series 65 license, and is specialized in providing financial advice to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jonathan has previously worked for Gofen and Glossberg, L.L.C. and CIPW Service Company, LLC. Jonathan is a valuable resource for individuals and organizations seeking investment advice and wealth management services.

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ADVISOR BIO

Jonathan MacIas is an active investment advisor registered with the state of Illinois and FINRA. Jonathan is a registered representative of J.P. Morgan Securities LLC. Jonathan has been active in the industry since May 2024. He is currently registered as a Series 63, Series 6TO, and SIE license holder.

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ADVISOR BIO

Jonathan Leo Martin is a registered representative with J.p. Morgan Securities LLC. Jonathan is licensed to offer securities and investment advice in Illinois and Texas. Jonathan specializes in the provision of financial planning services, pension consulting, and portfolio management.

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ADVISOR BIO

Jonathan Tyler Sackett is an investment advisor representative at William Blair. Jonathan is registered with the state of Illinois and New York. Jonathan specializes in equity research services, financial planning, and portfolio management. Jonathan has a history of working in the financial industry, with prior experience at Northern Illinois University.

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