See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Jonathan G. Heller profile image

Jonathan G. Heller

Owner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">JG HELLER Family Wealth Management</span>
Intro Book
Seasoned financial expert with 22 years of experience in wealth management and financial advisory.
  • Claim this Profile
Location
Pittsburgh, Pennsylvania, United Stat...
Languages
  • Spanish -
Skills
  • Asset Allocation
  • Investments
  • Financial Advisory
  • Options
  • Portfolio Management
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Jonathan G. Heller is a seasoned financial expert with 22 years of experience in wealth management, investments, and financial advisory. He has led various roles, including Branch/Complex Manager at UBS Wealth Management and President/Chief Wealth Advisor at JG HELLER Family Wealth Management. He holds an MBA from Columbia Business School and a BA from the University of Michigan.

Credentials

  • Series 3, 7, 8, 24, 63, 65
    FINRA

Experience

  • JG HELLER Family Wealth Management
    • Owner
      • Jul 2010 - Present

    • President
      • Jul 2010 - Present

    • President/Chief Wealth Advisor
      • Jul 2010 - Present

      Offering Sophisticated Advice and Concierge Service for higher net worth individuals/families.

  • JG Heller Litigation Consulting
    • Greater Pittsburgh Area
    • Expert Witness and Litigation Consultant
      • Jan 2012 - Present
      • Greater Pittsburgh Area

      Expert witness and consultant for securities arbitration and mediation. Broad expertise includes suitability, concentration, supervision and compliance, options, equity &amp; bond trading, investment products, annuities, employee forgivable loans and inter-firm disputes, managed money and hedge f...

  • UBS Wealth Management
    • Branch/Complex Manager
      • Jul 1987 - Aug 2009

      Managed branches/complexes in Pasadena, Tucson, Portland, San Francisco and Pittsburgh. Responsible for as much as $11 billion in client assets. Was ranked #3 nationally out of all branch managers in performance (2003). National leader in stock option plans and executive compensation for Fortune...

Education

  • 1982 - 1983
    Columbia Business School
  • 1975 - 1981
    University of Michigan

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles