About
Jonathan believes that his constant interaction with clients is the foundation for success. He serves on the portfolio construction team and is actively involved in the management of client portfolios. Jonathan and his wife Eliza live in Charlotte with their two daughters. Also active in the community, he is Past Board President of Wayfinders, a local organization that provides summer learning experiences for low-income CMS students.
Contact Jonathan at (704) 409-2582
Education
- BA, University of North Carolina at Chapel Hill
Resources from Jonathan Liles
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
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation