Associate Wealth Advisor
Jonas graduated from the University of the Pacific with a B.S. in Business Administration and earned an M.S. in Finance from the University of San Diego. His prior experience includes time as an Investment Analyst at Meketa Investment Group, advising institutional clients, and more recently as a Senior Investment Analyst on Northrop Grumman's investment team overseeing the pension plan. He is a CFA charterholder and a member of the CFA Society of San Diego.
Phone: (858)-750-4200