Background of Advisors

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

Jonathan serves as a First Vice President - Investment Officer at Wells Fargo Advisors, LLC.  An Accredited Asset Management Specialist (AAMS), Jonathan began his career in financial services at Morgan Stanley as a Financial Advisor in Columbus, Ohio in 1999.  Jonathan joined Wells Fargo Advisors in 2000 and has enjoyed a ten year career thus far with the firm. 

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.