Jonathan Poster

Biography

As a Wedbush Securities Financial Advisor, my objective is to provide unbiased assistance to my clients in achieving their individual short and long term financial goals. With 20+ years of experience in the Financial Industry, I am committed to using my knowledge to construct personalized investment strategies, while working with my clients in a manner and cadence that suits their needs, expectations, and lifestyle. My clients and their goals always come first, and I believe in an open line of communication to minimize surprises.

Born and raised outside of Boston, Massachusetts, I received my Bachelor of Arts degree from the University of Massachusetts and my MBA from Boston University. Prior to beginning my career in Finance, I worked in the Retail Apparel Industry, which allowed me the opportunity to travel the world and live in various locations around the country. I finally settled in Colorado, where I have lived for the past 26 years with my wife. We have four adult children and one grandchild. In my free time, I enjoy listening to music and playing my guitar, as well as participating in activities such as alpine skiing, road cycling, and working out.

Whether the goal is to build personal wealth, plan for retirement or prepare for tuition costs, I partner with my clients to put together a strategy that clearly defines their goals, risk tolerance, and time frame. Contact me for a complimentary portfolio review or to learn more about creating a personalized wealth strategy.

PRESIDENTS CLUB

 

Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.

SPECIALIZATIONS

• Annuities and Insurance
• Financial Planning
• Mutual Funds
• Retirement Planning
• Stocks and Bonds

Credentials

• Holds Series 7, 63, and 65 licenses
• Holds Health, Life, and Variable Annuity Insurance Licenses (CO
  Insurance Lic. # 82863)
• Bachelor of Arts degree in Psychology from University of
  Massachusetts, Amherst
• MBA from Boston University

Mission Statement