Get to know Jonathan Joles, CEP®


Jonathan Joles, CEP®

VP of Wealth Management & Wealth Management Advisor

Jonathan is a Certified Estate Planner™ and serves as the VP of Wealth Management &  as a Wealth Management Advisor within the Florida team. He earned his Bachelor’s degree from Florida State University (Go ‘Noles!) and in addition to providing holistic wealth management, Jonathan also focuses on helping clients with Medicare decisions on the J. Biance Financial team. Alongside Jason, he loves investing in his community as he helps serve pre-retirees and retirees. This father of two has an energetic and motivated approach that his team and his clients enjoy. Originally from Okeechobee, Jonathan and his wife, Summer, enjoy family time with their daughters at Disney, bass fishing, and woodworking.