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Jonathan Slocum

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

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

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CERTIFIED FINANCIAL PLANNER™

Community

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Member, Economic Club of Michiana

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2017 Graduate, Kosciusko Leadership Academy

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Attends Granger Community 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.