Jonathan David Mathews achieved a degree in economics from Rutgers University with a minor in Business Administration and extensive coursework in Finance, and Supply Chain Management & Marketing Sciences. He worked as an analyst at a boutique investment bank in NY, participating in both valuation and negotiation of deals prior to beginning his career as a Financial Advisor with Northwestern Mutual in Princeton NJ.
2 years ago Jon moved to Dallas to take care of his sick parents and continue to grow his personal practice in a booming city. He was given the opportunity to join and help manage accounts at Northwestern where he served high-income earners and high net worth clientele with sophisticated planning needs.
Although still a Financial Advisor, as Region Business Development Director – TX, Jon also supports, coaches, and partners with the firm, the advisors and their practices to deliver the best planning service to the client.