About Jonathan
As the President of Private Client Services and Co-Founder, Jonathan supervises all the firm’s private client activities and assists clients in navigating critical financial events. His expertise includes strategic portfolio modeling, asset allocation, and retirement planning. This includes structuring municipal, government, and corporate bond portfolios, as well as developing equity portfolios that utilize passive and active alternatives. Jonathan also has experience helping clients manage the concentration risk associated with stock options.
Before co-founding GYL Financial Synergies in 2016, Jonathan worked for Wells Fargo Advisors and its predecessors for 18 years. From 2010–2016, Jonathan was recognized six times by Barron’s as one of “The Top 1,200 Advisors” (formerly “The Top 1,000 Advisors”) in the nation.1 He was recognized six times by On Wall Street as one of “The Top 40 Advisors Under the Age of 40” 2 from 2007-2013. And in 2014, REP. magazine named Jonathan among “The Top 40 Wirehouse Advisors under 40”3 and Financial Times named him one of the “Top 400 U.S. Advisors of 2014”.4
Jonathan graduated from Hartwick College with a degree in Economics. He holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute™ (formerly known as the Investment Management Consultants Association®) and taught in conjunction with the University of Chicago Booth School of Business.
In his free time, Jonathan enjoys coaching the local high school’s baseball team and spending time with his wife and two sons.
1The rankings are based on data provided by over 4,000 of the nation’s most productive advisers. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn’t an explicit component, because not all advisers have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an adviser’s investment-picking abilities. Effective for the 2014 rankings Barron’s expanded the annual state-by-state listing from 1,000 advisors to 1,200 to include, for the first time, Registered Investment Advisors, or RIAs. Ranking independent advisers alongside those employed by the large brokerage firms presents some challenges, because they are regulated by different agencies – the Securities and Exchange Commission and the Financial Industry Regulatory Authority, respectively. This ranking represents the top 1% of advisors with substantial practices.
2The rankings are based on data provided by the representative’s companies that identified their advisers under the age of 40 with the most assets under management. Each individuals’ assets were separated from their teams and ranked accordingly. If two advisers had the same amount of assets they were ranked according to their trailing 12 month production numbers. Investment performance is not an explicit component.
3The rankings are based exclusively by assets under management custodied at the four wirehouse firms. Only advisers for whom 60 percent or more of assets correspond to retail clients were eligible for the list. Advisers must be under the age of 40 as of August 2013. REP. magazine and WeathManagement.com do not receive any compensation from financial advisers, participating firms and affiliates, or the media in exchange for rankings. Investment performance is not an explicit component.
4The rankings are based on a minimum of $250 million in assets under management (AUM) and 10 years of experience. Qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. Investment performance and financial adviser production are not explicit components.
As the President of Private Client Services and Co-Founder, Jonathan supervises all the firm’s private client activities and assists clients in navigating critical financial events. His expertise includes strategic portfolio modeling, asset allocation, and retirement planning. This includes structuring municipal, government, and corporate bond portfolios, as well as developing equity portfolios that utilize passive and active alternatives. Jonathan also has experience helping clients manage the concentration risk associated with stock options.
Before co-founding GYL Financial Synergies in 2016, Jonathan worked for Wells Fargo Advisors and its predecessors for 18 years. From 2010–2016, Jonathan was recognized six times by Barron’s as one of “The Top 1,200 Advisors” (formerly “The Top 1,000 Advisors”) in the nation.1 He was recognized six times by On Wall Street as one of “The Top 40 Advisors Under the Age of 40” 2 from 2007-2013. And in 2014, REP. magazine named Jonathan among “The Top 40 Wirehouse Advisors under 40”3 and Financial Times named him one of the “Top 400 U.S. Advisors of 2014”.4
Jonathan graduated from Hartwick College with a degree in Economics. He holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute™ (formerly known as the Investment Management Consultants Association®) and taught in conjunction with the University of Chicago Booth School of Business.
In his free time, Jonathan enjoys coaching the local high school’s baseball team and spending time with his wife and two sons.
1The rankings are based on data provided by over 4,000 of the nation’s most productive advisers. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn’t an explicit component, because not all advisers have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an adviser’s investment-picking abilities. Effective for the 2014 rankings Barron’s expanded the annual state-by-state listing from 1,000 advisors to 1,200 to include, for the first time, Registered Investment Advisors, or RIAs. Ranking independent advisers alongside those employed by the large brokerage firms presents some challenges, because they are regulated by different agencies – the Securities and Exchange Commission and the Financial Industry Regulatory Authority, respectively. This ranking represents the top 1% of advisors with substantial practices.
2The rankings are based on data provided by the representative’s companies that identified their advisers under the age of 40 with the most assets under management. Each individuals’ assets were separated from their teams and ranked accordingly. If two advisers had the same amount of assets they were ranked according to their trailing 12 month production numbers. Investment performance is not an explicit component.
3The rankings are based exclusively by assets under management custodied at the four wirehouse firms. Only advisers for whom 60 percent or more of assets correspond to retail clients were eligible for the list. Advisers must be under the age of 40 as of August 2013. REP. magazine and WeathManagement.com do not receive any compensation from financial advisers, participating firms and affiliates, or the media in exchange for rankings. Investment performance is not an explicit component.
4The rankings are based on a minimum of $250 million in assets under management (AUM) and 10 years of experience. Qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. Investment performance and financial adviser production are not explicit components.