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 pursue their goals. His responsibilities include asset allocation, portfolio management, research, and working with the advisors to support clients.
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.
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: