Background of Advisors


M. Jonathan Will, AAMS®
Senior Vice President-Financial Advisor

An Accredited Asset Management Specialist (AAMS), I began my career in financial services at Morgan Stanley as a Financial Advisor in Columbus, Ohio in 1999.  I was First Vice President - Investments at  Wells Fargo Advisors for twelve years from 2000 to 2012 until joining LPL Financial in 2012. 

A graduate of the Ohio State University, I earned a Bachelor of Science degree.  Licensed in the securities industry I hold my General Securities (Series 7 & 63)* and Uniform Investment Advisor Law (Series 65)** registrations as well as insurance licenses in Life, Health, and Fixed & Variable annuities.  In addition, I hold my Futures, Managed Funds (Series 31)* registration.  I am also a General Securities Principal and Sales Supervisor in Options and Securities (Series 9 & 10)*. 

Active in my community, I have completed a six-year tenure as board member of the Leukemia & Lymphoma Society and have since been re-elected to another two year term.

I also serve on the Young Professional Executive Board for COSI. 


*Securities registrations held through LPL Financial. 

** Registration held through Stratos Wealth Partners