Broker Check
Jonathan E. Graham, MBA,AIF

Jonathan E. Graham, MBA,AIF

Area Sales Leader

Jon Graham has over twenty years of experience in Banking and Investments. He most recently spent the last few years as a senior leader in the Los Angeles Ultra High Net Worth Private Banking space. Prior to that, he had tremendous success managing JP Morgan’s Mass Affluent Strategy at Chase Private Client. He led and recruited some of the most successful Financial Advisors at JP Morgan in Southern California. He excelled in Basketball and was able to compete at a very high collegiate level. He holds a Bachelor’s degree in Business Administration from Northern Arizona University and a Masters in Business Administration from Walden University of Minneapolis. He has been conferred as an “AIF” Accredited Investment Fiduciary. In his spare time he loves spending time with his wife Jennifer and their two year old son and he continues to play Basketball competitively whenever possible.

 

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