JONATHAN A. LORE

Experienced personal financial advisor specializing in personalized financial planning, investment strategies, and wealth management. Proficient in assessing client needs, conducting financial analysis, providing personalized, comprehensive financial plans, and managing portfolios to enhance asset growth while minimizing risk. Proven track record of building strong client relationships, resulting in sustained engagement and successful achievement of financial objectives. Dedicated to ongoing education and market trend analysis to deliver informed financial advice.

Financial Management and Planning

• Provided 18+ years of effectual support and guidance to approximately 270 High Net Worth and Ultra-High Net Worth investment clients and their families, directly responsible for net assets under management of more than $1.2B and approximately $2.5B in assets under advisement.
• Leveraged industry expertise in relationship management through the development and delivery of comprehensive financial plans, wealth transfer, estate planning, tax optimization, and insurance strategies, new client proposals, portfolio and asset allocation management, lending solutions, cash management, performance reporting, and investment analysis.
• Collaborated with various internal teams (portfolio management, research, trading, financial planning, lending, and engineering), alongside company leadership, to help develop a first in class asset management organization.

Customer Service and Relationship Management

• Designed and implemented continuous systems of improvement to maintain the highest standards in financial planning delivery, meeting client requests, and providing an overall superior, personal client experience, while adhering to organizational principles and ethics.
• Served as the key, primary resource for the development of customer relationships through retention, additions and referrals, as well as the delivery of complex financial planning, asset management support, and customer service.

Growth

• Drove organic growth in assets under management through developing long term, multi-generational client relationships with focused efforts in consolidation, additions, referrals, and average, annualized retention of approximately 90%+.
• Contributed to the generation of year-over-year growth in the private client segment of the organization of 25%+.
• Contributed to relationship and asset growth for overall advisory organization, that grew from approximately 2,800 clients and $800MM in assets under management, in 2014, to more than 19MM clients and $97B in assets under administration in 2025.
• Maintained active engagement in achieving and exceeding company objectives for quality, cost, profitability and delivery to ensure stakeholder goals were achieved.

Staff Management and Development

• Provided organizational guidance, training, and ongoing mentorship to existing advisors, operations specialists, and new hires in the private client and private client premier segments.
• Identified and drove opportunities for the improvement of staff performance, through collaborative continuing education efforts, and resolved employee issues as well as prioritized activities to achieve goals for the company.
• Played a pivotal role in designing and building dynamic client service designs, best practice guides, financial planning prioritization models, as well as directing and motivating staff to optimize team performance.

• Kansas Alumni Association
• Williams Education Fund
• Building Brighter Futures
• Habitat for Humanity
• LA Works