Jonathan Hueftle

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A man wearing glasses and a light blue striped button-down shirt stands in front of a stone wall, representing a commission-free fiduciary at SYM Financial Advisors.

Jonathan Hueftle

Financial Advisor

Jonathan joined SYM Financial Advisors in 2000. He enjoys meeting with clients to better understand their financial needs and bring SYM’s best thinking to their financial lives.

Jonathan takes a no-nonsense approach to the work he performs for his clients. He focuses on building genuine relationships in order to provide clear, realistic financial direction.

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Indiana University logo in red text, representing the collegiate affiliation of SYM Financial Advisors.

Bachelor of Science in Environmental Affairs with concentrations in Economics and Finance – Indiana University, Bloomington, IN

Community

Logo for the Indianapolis Great Banquet, an organization supported by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Sponsor, Great Banquet Community

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Rotary International logo featuring the blue text “Rotary” next to a yellow gear emblem, representing a commitment to the fiduciary standards often held by SYM Financial Advisors.

Grant Approval Committee, Carmel Rotary 

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Noble logo featuring a sun over blue mountains and a winding path, with the text “Noble Dream it. Live it.” below, representing SYM Financial Advisors.

Noble of Indiana, Member Board of Directors

Personal Pursuits

Jonathan enjoys spending time with his family and playing golf with friends on the weekends.

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 Indianapolis work for you call 800-888-7968 or email Jonathan.