SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Jonathan Slocum

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors fiduciary in a suit jacket and light-colored button-down shirt standing in an office.

Jonathan Slocum

Principal and Senior Financial Advisor

Jonathan is the Michiana Area Leader and a senior financial advisor. He takes an honest, direct approach to financial planning and helps clients include charitable gifting strategies into their overall planning.

Jonathan is particularly skilled at directing executives with deferred compensation elections, stock options and restricted stock. He is honored to be a fiduciary to his clients; it is a responsibility that he takes seriously.

Mishawaka, IN

jslocum@sym.com

@jonathan-slocum-cfp%C2%AE-037bab57

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Blue SYM Financial Advisors logo featuring the letters WTC inside a shield shape, with an open book icon above the letter T.

Bachelor of Arts in Business Administration Cum Laude – William Tyndale College, Farmington Hills, MI

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Certified Financial Planner logo for SYM Financial Advisors.

CERTIFIED FINANCIAL PLANNER®

Community

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Logo for The Economic Club of Michiana, featuring the letters “EC” above a grid containing a rising line graph, presented by commission-free fiduciary SYM Financial Advisors.

Member, Economic Club of Michiana

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: oval logo featuring the acronym “KLA” with “SERVING KOSCIUSKO” above and “COUNTY SINCE 1982” below, representing commission-free fiduciary SYM Financial Advisors.

2017 Graduate, Kosciusko Leadership Academy

Logo for Gospel City Church featuring a stylized letter G formed by concentric circles next to the text “GOSPEL CITY CHURCH,” reflecting the values of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Member, Gospel City Church

Jonathan’s Words to Live By

Save early, save often and leave people better than you found them.

Favorite Book

“The Millionaire Next Door” by Thomas J. Stanley and William D. Danko and “Rich Dad/Poor Dad” by Robert T. Kiyosaki

Personal Pursuits

Jonathan treasures family time in Northern Michigan and Wisconsin. He also enjoys mountain biking off-road, golf and attending the many activities in which his three children are involved.

Get Jonathan's Help

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Mishawaka work for you call 800-888-7968 or email Jonathan.