Jonathan graduated Summa Cum Laude with College Honors from Oklahoma Baptist University, with a Bachelor’s of Business Administration in Finance. While at OBU, he served as Student Body Vice President and treasurer of Delta Mu Delta Business Honors Society. Jonathan seeks to use the knowledge gained through his studies to help Baker Wealth Management better serve the interests of its clients.
Jonathan enjoys reading, puzzles, kayaking, and spending time with his fiancée, Elizabeth, as well as his nephew, Michael, to whom he is “Uncle JJ.”
Jonathan looks forward to learning more about the financial advising process and working with the varied talents found at Baker Wealth Management.
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HTA Client Relationship Summary
HTS Client Relationship Summary
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