Jonathan brings over 14 years of financial industry experience to Womack Wealth Management in his current role as Operations Manager. He oversees the operations and client services personnel whose duties include proactive, concierge-level support for our high-net-worth clients, athletes, entertainers, and Wealth Advisors. Additionally, he managed other operations processes including client-experience development, portfolio reporting, and compliance assistance.
Vice President, Operations Manager, Womack Wealth Management, Inc. (2017 - Present)
Chief Compliance Officer and Operations Manager, Fortress Retirement, Inc (2014 - 2017)
Registered Operations Manager, Rose Greene Financial (2008 - 2012)
Financial Representative and Financial Operations Manager, Tristar Income Tax & LPL Financial Services (2005- 2007)
In addition to playing soccer in his free time, Jonathan stretches his creative side as an accomplished artist, working with a wide range of media incorporating sculpture, drawing, video, installation, and painting.