MEET THE TEAM

Jonathon is an Investment Operations Associate at Signature Wealth Advisors, where he supports a broad spectrum of investment and insurance operations. His core responsibilities include proposal generation, trade oversight, direct indexing, annuity servicing, and advanced planning illustrations. He plays an integral role in new business processing, reporting, and client servicing.

Before joining Signature, Jonathon gained experience at The Mather Group, contributing to the firm’s financial planning process through detailed client data collection. He holds a finance degree from the University of Tampa and is recognized for his analytical mindset, attention to detail, and dedication to helping clients achieve long-term financial success.