PROFESSIONAL PROFILE

Jonathan Helton recognizes that world class service and trusted relationships are rare commodities today in any industry. Through his commitment to putting his client's needs first, Jonathan seeks to illustrate that both can be found here at Merrill Lynch.

While based in Lisle, Illinois, Jonathan manages client portfolios across the United States. He uses a defined process unique to each client situation, developing and implementing disciplined investment strategies. This process is based on five distinct wealth management disciplines: Financial Guidance, Risk Management, Wealth Transfer, Tax Efficiency, and Holistic Financial Planning. He values long term client relationships consisting of meeting regularly to review progress and to keep abreast of important changes in his client's lives. His clients include retirees, pre-retirement families, business owners and Non Profit organizations.

Jonathan has completed the exams for the Series 6, 63, 7, and 66 and the State of Illinois Life and Health Insurance licenses. He is a Chartered Retirement Planning Counselor® and has been working with Merrill Lynch since 2007. He received his Bachelors degree from Wheaton College, where he captained his Ultimate team for 2 years. Jonathan recently moved back to the Chicagoland area from Jacksonville, Florida. His wife, Kendra Holton Helton, attends NIU as a Theatre graduate student in the Acting program. They both enjoy being involved in their church, eating great food and then working-out afterward.