M. Jonathan Will
300 E Broad Street
An Accredited Asset Management Specialist (AAMS), I began my career in financial services at Morgan Stanley as a Financial Advisor in Columbus, Ohio in 1999. I was a First Vice President - Investments at Wells Fargo Advisors for twelve years from 2000 to 2012 until joining LPL Financial in 2012.
A graduate of the Ohio State University, I earned a Bachelor of Science degree. Fully licensed in the securities industry I hold my General Securities (Series 7 & 63 through LPL Financial) and Uniform Investment Advisor Law (Series 65 through Stratos Wealth Partners) registrations* as well as insurance licenses in Life, Health, and Fixed & Variable annuities. In addition, I hold my Futures, Managed Funds (Series 31) registration. I am also a General Securities Principal and Sales Supervisor in Options and Securities (Series 9 & 10).
Active in my community, I have completed a six-year tenure as board member of the Leukemia & Lymphoma Society and have since been re-elected to another two year term.
I also serve on the Young Professional Executive Board for COSI.
I reside in Columbus, Ohio.