Financial Advisor
Wintrust Investments
Jonathan Beaver serves as a Financial Advisor with the Brad Walker Team. Jonathan is committed to client satisfaction and dedicated to providing high-level attention and appropriate investment options to help clients achieve their goals. His responsibilities include asset allocation, portfolio management, research, and working with clients to create a financial plan.
Jonathan has 25 years of experience in the financial services industry with the vast majority spent with Wintrust Wealth Management.
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 holds FINRA Series 7 and 66 Licenses and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
The Brad Walker Team includes Brad Walker, Jonathan Beaver, and Mollie Jeschke, with 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 (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.
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Call us at 847-418-3339 or:
Jonathan Beaver, CFP® also serves clients by appointment at the following locations: