Jonathan D. Donaldson, AIF®
Wealth Management Advisor
Jonathan, a Baton Rouge native, has been a part of our team since 2015, and serves in an array of capacities. He currently specializes in portfolio construction and analysis, life insurance and annuity policy review and working with clients to build individualized financial plans.
He graduated with a Bachelor of Science in Economics from E.J. Ourso College of Business at Louisiana State University. In addition to his Series 7 and 66 securities registrations, Jonathan has also attained the Accredited Investment Fiduciary® Designation, which demonstrates an understanding of the Prudent Practices® and methodology.
Jonathan believes that his love for helping others succeed in their goals makes him well suited to provide excellent assistance to our clients.