Background of Advisors

 M. Jonathan Will, AAMS
First Vice President-Investment Officer

A member of Will Capital Management of Wells Fargo Advisors, Jonathan serves as a Financial Consultant to the team's Wealth Management division, Consulting division, and Institutional Sales & Trading division.  He focuses on investment planning, investment strategy, qualified retirement plans (401(k), 403(b), pensions, profit sharing) as well as endowments.  His role with Will Capital Management also includes managing new business development and trading for the team's institutional clients.  An Accredited Asset Management Specialist (AAMS), Jonathan began his career in financial services at Morgan Stanley as a Financial Advisor in Columbus, Ohio.

A graduate of the Ohio State University, Jonathan earned a Bachelor of Science.  He holds his general securities (Series 7 & 63) and Uniform Investment Advisor Law (Series 65) registrations as well as insurance licenses in life, health, and fixed & variable annuities.  In addition, he holds his futures, managed funds (Series 31) registration.  Jonathan is also a General Securities Principal and Sales Supervisor in Options and Securities (Series 9 & 10). 

Active in his community, Jonathan has completed a six-year tenure as board member of the Leukemia & Lymphoma Society.