Jonathan is Partner and Senior Wealth Advisor with WJ Interests. In this capacity, he provides wealth management and financial planning services to clients in order to help them plan for their financial future. He advises clients on many aspects of financial planning including retirement, education, estate, insurance, tax and investment planning. Prior to joining the WJ Team, Jonathan served as a Banker and Investment Specialist for the J.P. Morgan Private Bank in Houston. Previously, he served as an Officer in the United States Marine Corps on assignments in Iraq, Australia and Hawaii with an infantry battalion and regiment. He attained the rank of Captain during his final assignment in