Jonathan Beaver serves as a Financial Advisor with the Brad Walker Team. Jonathan’s responsibilities include asset allocation, portfolio management, research, and creating financial reviews. He is committed to client satisfaction and dedicated to providing high-level attention and appropriate investment options to help clients achieve their goals.
Jonathan has 20 years of experience in the financial services industry with more than half of that time spent at Wintrust Wealth Management. Prior to becoming a Financial Advisor, Jonathan spent four years in the Retirement Planning Department and seven years with the Correspondent Bank Division and Support Team in various capacities.
Jonathan holds a bachelor’s degree from the University of Dayton, an MBA in Finance and Economics from Loyola University, and a Paralegal Certificate from Roosevelt University. He also holds FINRA Series 7 and 66 Licenses.
The Brad Walker Team includes Brad Walker, Jonathan Beaver, Barbara Rosenbaum, and trust administration from Jennifer Czerwinski.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP® , which it awards to individuals who successfully complete initial and ongoing certification requirements.
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