Jonathan D. Wendt, CFP®
LPL Registered Representative, Research Analyst - Retirement Planning
Jonathan Wendt joined our team in December of 2013. Jonathan has an important position at Discovery Financial as our Client Services Associate. He has extensive research and customer service experience and acts as our liaison between our LPL Financial Advisors and our many fund companies and investment partners. In addition, Jonathan assists our team in the implementation of our client’s retirement and estate plans.
He holds a Bachelor of Business Administration degree from Indiana Wesleyan University and an MBA from Grand Valley State University. He currently holds the following FINRA securities registrations: Series 63 & 7.*
Jonathan and his wife, Audrey, reside in Grand Rapids, MI.
* Securities registrations held through LPL Financial.