Jonathan Helton, CRPC

Jonathan Helton, CRPC

Senior Wealth Management Advisor

Prior to joining T2 Asset Management, Jonathan was a financial advisor with Merrill Lynch where he helped individuals and businesses grow and preserve wealth. Passionate about his clients, he focuses on delivering unbiased, objective advice in order to help his clients achieve their financial goals.

Jonathan holds a Chartered Retirement Planning Counselor® designation and received his bachelor's degree from Wheaton College.

Phone 888-354-8499 x 702
Fax 630-376-6886