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Education

B.B.A., Baylor University

Professional Involvement

NAPFA

Community Involvement

First Tee of Greater Austin Advisory Council – Former Development Chair

Wonders & Worries Development Committee

Sports, like investing, are numbers games. Maybe that is why Jonathan eats, breathes and lives both.

After all he is the numbers guy for Austin Asset.

Jonathan, or JD as he’s known around the office, directs the Wealth Management team and applies science & research to attempt to deliver a positive investment experience for our clients. He also chairs our Investment Policy Committee.

Jonathan exudes confidence and calm in any situation. Whether it’s shaping our investment strategy during challenging economic times or making a three foot putt on the golf course, he stays the course and doesn’t react or get flustered.

An Austin native, Jonathan enjoys hunting, golfing, cheering for his alma mater, the Baylor Bears and spending time with his wife, son, and daughter.

Get to Know Jonathan

What was your favorite TV show growing up?


MacGyver. I loved watching him make something out of nothing!

What are three things on your bucket list?


I hope to one day attend the Masters, the Kentucky Derby and the Ryder Cup.

What is your favorite quote or saying?


“As iron sharpens iron, so one man sharpens another.” – Proverbs 27:17

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