Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.

Jonathan Slocum

A man with short dark hair and a beard is smiling and standing in front of a large window. He is wearing a blue checked blazer, a light blue dress shirt, and dark trousers. The background features an outdoor view with trees and a partly cloudy sky.

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.

Credentials

A blue emblem features a shield outline with the letters "WTC" prominently displayed. On top of the "T," there is an image of an open book, symbolizing education or knowledge.

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

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CERTIFIED FINANCIAL PLANNER™

Community

Logo of The Economic Club of Michiana featuring large blue initials "EC" above a stylized graph with a white line indicating trends. Below the graph, the text reads, "The Economic Club of Michiana.

Member, Economic Club of Michiana

A black oval logo with bold white text "KLA" in the center. Surrounding it, in smaller white text, are the words "SERVING KOSCIUSKO COUNTY SINCE 1982.

2017 Graduate, Kosciusko Leadership Academy

Black logo for Gospel City Church, featuring a stylized "G" composed of three curved lines forming a semi-circle on the left, with the church name stacked to the right in bold, uppercase letters.

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 info@sym.com.