Jonathan Czopek is a Financial Advisor who enjoys developing robust investment plans tailored to the unique needs of highly driven business owners, growth-minded executives, and other individuals focused on creating a secure financial future for themselves and their families. A seasoned professional with over 14 years of experience, Jonathan brought his relationship-centered approach to Wintrust in 2023, complementing the firm’s local, community-oriented focus.

Committed to serving others, Jonathan helps clients set measurable goals surrounding retirement, estate planning, charitable giving, and educational needs. He follows through to assist clients with navigating the ongoing complexities of today’s financial markets. Jonathan’s clients appreciate his natural ability to establish a personal connection while also providing clear guidance and accountability to hardworking, self-motivated individuals who might otherwise lack the time to fully attend to their future financial health.

Prior to joining the firm, Jonathan spent several years providing comprehensive wealth management services to affluent and high net worth clients during his time with JPMorgan’s Private Bank in Chicago. After his time there, he was a member of Northwestern Mutual’s Private Client Group in Oak Brook.

Jonathan graduated from Timothy Christian in Elmhurst before attending Belmont University in Nashville and later returning to settle in the western suburbs. He holds FINRA Series 7 and 66 registrations, as well as Illinois licenses for Life, Health, and Long-Term Care Insurance.

Outside of office hours, Jonathan serves with church family at their recently-planted 168 Community Church in the Oakbrook area and helps his wife with her women’s therapy practice,  Grace & Gratitude Counseling, PLLC in Downers Grove. Jonathan currently resides in Lockport with his wife, two children, and dog.