Jonathan holds an Economics degree from California State University, Fullerton, and is pursuing a Graduate Degree in Economics from California State Polytechnic University, Pomona. Jonathan has been a financial consultant for over 20 years, and holds the Series 4, 6, 7, 24, 53, & 63 securities exams with Independent Financial Group, which qualify him as a Registered Investment Advisor Representative, Municipal Securities Principal, Registered Options Principal, and Registered Principal, Independent Financial Group.

Charles Barr, Manager of Operations

With a background in process development, quality, and continuous improvement, Charles held leadership positions in services and manufacturing businesses for over 20 years before serving here as Manager of Operations.   Charles earned his degree in Production & Operations Management from San Diego State University.