Jonathan Rase
Advisory Representative
Jonathan graduated from Transylvania University with a Bachelor of Arts Degree in Business Administration.
During his time at Transylvania he was part of the men's soccer team and was voted captain his senior year while claiming other conference and team honors. He was also named Transylvania's 2019 “Greek Man of the Year”.
Jonathan's time at Transylvania has helped him instill values such as teamwork and hard work into his financial planning practice. He believes in working with clients to develop a full and adjustable financial plan that best suits to their individual needs.
Jonathan is a registered representative with Lincoln Financial Securities and holds his SIE, Series 6, Series 7, Series 63, Series 65, and Life and Health Insurance license.