Jonathan graduated from Berry College with dual degrees in Finance and Accounting. He specializes in public equity research and analysis and is currently a Level 2 Candidate in the Chartered Financial Analyst (CFA) program. This program is extremely rigorous requiring the successful passage of three Levels. Currently, there are only 120,000 CFA members, worldwide.
Jonathan also adds his expert analysis to the firm's weekly radio programming.
Capstone Wealth Management | An SEC Registered Investment Advisor (RIA).
Advisory services offered through Capstone Wealth Management Corp.
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