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Jonathan is unashamedly an overachiever from his earliest memories. Jonathan initially entered the Financial Services industry in 1999 with PaineWebber. He partnered with Daniel Head in 2002 and worked alongside him for a decade. After 5 years as an analyst in the corporate world, Jonathan rejoined Head Investment Partners in March 2017 as
VP of Business Development and a year later to Lead Analyst and Portfolio Manager.
Among his greatest strengths is Jonathan’s ability to relate to people from all walks of life. He has always been willing to think outside the box to find solutions to meet client needs. He is a passionate advocate of not accepting “average” and solving problems that require a multi-faceted solution.
Jonathan and his wife, Meredith, have 3 children – Micah, Jackson & Emily. He is an active member of his church and has served on several local boards, including the Pellissippi State Foundation board for over a decade. In his spare time he enjoys golf, baseball, and traveling. He has recently become a huge Top Golf fan.
With more than 100 years of collective experience, our team embraces a client-first culture and focuses on building genuine relationships that last.
Reliability of Sources The articles and opinions expressed in this document were gathered from a variety of sources, but were reviewed by Head Investment Partners,LLC prior to its dissemination. All sources are believed to be reliable but do not constitute specific investment advice. In all cases, please contact your investment professional before making any investment choices.
Return on Products The return assumptions are not reflective of any specific product, and do not include all fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used. The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. The return and principal value of the investments will fluctuate so that, when redeemed, they may be worth more or less than their original cost. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.
Opinions Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision.
Securities offered through Triad Advisors, LLC (Triad) member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Triad and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Advisory.
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