About
Jonathan has been a dedicated professional in the financial services industry since 2007, earning recognition as a thought leader with a particular focus on investment management. Most recently, he served as a Principal Senior Investment Consultant at Mercer, where he provided fiduciary oversight and investment guidance for companies managing billion-dollar 401(k) and pension plans.
Prior to this, Jonathan held the role of Private Client Advisor at Charles Schwab, delivering comprehensive financial planning and investment management services to high-net-worth clients. His earlier career includes 14 years at Fidelity Investments, where he excelled as an Institutional Investment Consultant, Field Training Director, and Financial Planner.
Jonathan is a member of the National Society of Institutional Investment Professionals. He and his wife reside in the Dallas-Fort Worth area with their four children. In his free time, he enjoys traveling with his family, coaching his kids' sports, and diving into a good book.
Education
- BA - Texas A&M University
Resources from Jonathan Lakin
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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Schedule an initial consultation
*Supports teams at this location but does not typically work out of it's offices or see clients here.