Jonathan Headley is a Client Associate with J.P. Morgan Wealth Management. As a member of the MKV Group, he provides operational and account maintenance support for institutional asset managers and high-net-worth individuals (and their families). Jonathan's responsibilities include preparing financial reports, supporting the team's ongoing research efforts, as well as ad hoc projects for the senior financial advisors.
Jonathan graduated in 2018 from Hampden-Sydney College with a Bachelor of Arts degree in Economics and Business. His previous experience includes being a financial advisor intern at Merrill Lynch where he created portfolio reviews and investment proposals for existing clients and prospects. He has also interned most recently for Nasdaq Dorsey Wright where he spent time learning their Point & Figure Methodology and assisting clients with portfolio management inquires.
Jonathan moved to New York City to join J.P. Morgan in June of 2018 and received his Series 7 & 63 licenses. He lives in the Gramercy area and enjoys getting involved with all sports whether it's playing or just watching.