As a Trading & Investment Research Analyst, John supports JNBA’s investment strategies behind the scenes by analyzing and executing trades. Joining JNBA in 2023 after having previously worked at a large investment firm, John was drawn to the firm’s multi-generational team where diverse opinions and intellectual dialogue contribute to high-caliber customer service.
“Being an advocate for our clients is to be a partner in their life. That includes performing the proper due diligence when planning our strategy for a given year and paying close attention to their portfolio – no matter what. I hope being an advocate for our clients gives them peace of mind on their financial journey.”
John has a degree in integrated business from the University of Central Florida. The unique program has prepared him to wear many hats by developing a broad understanding of business, finance, analytics, and communication.
With his philosophy of “change brings growth,” John left the warm Southern climates he had known all his life and moved to the Bold North. As an avid golfer and Wisconsin sports fan, he’s ready to embrace new adventures and explore all the Midwest has to offer.