Jonathan Patterson is a Financial Advisor who has provided comprehensive wealth management services to clients for over 25 years. Jonathan joined the firm in 2022 and works with both private clients and institutions to create investment plans tailored to each individual’s unique needs.

With his extensive experience and commitment to service, Jonathan develops a client profile, works to construct a long-term strategy, and implements a plan to help his clients meet their financial objectives. Prior to joining the firm, Jonathan worked for Fifth Third Securities, serving a wide variety of clients in the Chicagoland area.

Jonathan graduated from Governors State University with a Bachelor of Arts degree in Finance and is a member of the Phi Beta Sigma fraternity. He holds FINRA Series 7 and 66 licenses, as well as an Illinois, Health, Variable Annuities, and Long Term Care Insurance Licenses.