Jonathan Bever

For the past 25-plus years, Jonathan has consistently helped clients reach their financial goals across various financial categories, including financial planning, estate planning, asset management, and cash management.

Jonathan’s track record of success results from listening carefully to each client’s needs and creating tailored solutions that perform regardless of the financial category.

Jonathan's thought leadership is instrumental in developing the philosophy and strategies that drive results in client portfolios year on year. His insightful perspective and deep understanding of the macroeconomics influencing the global market make him a sought-after investment advisor to high-net-worth families and organizations worldwide.

About Jonathan

Jonathan is a career financial advisor with over 25 years of experience in investment advisory, financial planning, and portfolio management services. Serving high-net-worth individuals, families, and business owners, Jonathan tailors his investment strategies to clients' specific long-term goals and personal values.

In 1995, Jonathan earned his M.A. in Liberal Arts from St. John's College and has since worked as a financial advisor at Merrill Lynch, Piper Jaffray, UBS, and Oppenheimer & CO.

Jonathan specializes in portfolio growth and retirement planning. His expertise includes asset allocation, complex hedging strategies, and working with restricted stock 144/145.

Originally from Northern California, Jonathan has lived in Washington State since 1996. He lives in Bellevue and enjoys downhill skiing, golfing, and hiking with his son, daughter, and son-in-law.