Jonathan Lakin

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.