Jonathan Rushton
People who know me will tell you I’m an optimist. Glass half full, ice cubes clinking, add a lemon wedge, please. I bring that energy into every conversation, whether I’m sitting down with a client or talking through an idea with someone on our team.
I chose this career because I love people. I love hearing about someone's life, what they care about, what makes them stressed, and what gets them excited about the future. As Associate Wealth Advisor, I get to build real relationships and then watch our work change their life. (Don't get me wrong; I love learning about investments and sharing that knowledge. But it doesn’t mean anything without the people.)
My dad is the reason I think about money the way I do. When he became the primary caregiver for me and my two brothers, he restructured his career and cut his hours so he could be there for us. It was the first time I understood how money fits into building a life you love.
I think of myself as a translator; I take the money jargon and turn it into everyday speak. And I don't sugarcoat it. If someone's in a tough spot, we provide a path on how to fix it. If it’s good news, we explain why, celebrate it, and help them keep the momentum going. The most fulfilling part of my role is telling them their hard work has paid off (literally).
On a perfect weekend, you'll find me spending time with the people I love, trying a new restaurant, watching soccer, exploring somewhere outside, or FaceTiming friends and family. The things that matter most to me aren't complicated, and I don't think they should be for my clients either.
EDUCATION, CERTIFICATIONS & ACCREDITATIONS
- Bachelor of Arts in International Relations with a minor in Economics
- Series 65 Uniform Investment Adviser Law Exam
COMMUNITY INVOLVEMENT
Jonathan serves as an inaugural member of the San Francisco Advisory Board for the Volo Kids Foundation, helping expand the organization’s Bay Area presence through fundraising, events, and community engagement. He also volunteers as a coach, leading free weekly sports programs that support local youth in building confidence, creativity, and healthy habits.