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Get to know Jonathan Joles


Jonathan Joles

Wealth Management Advisor

Jonathan serves as a Wealth Management Advisor within the Florida team. He earned his Bachelor’s degree from Florida State University (Go ‘Noles!) and previously served as the Executive Director of the Hardee County YMCA. 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.