# Building Wealth, Securing Futures

Personalized financial strategies to help you achieve your dreams and protect what matters most

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# JONATHAN EZEKIEL BLITZ

CRD 4675542 Senior Financial Advisor
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### ABOUT JONATHAN

Born in Berlin to American parents, Jonathan is a seasoned financial adviser with over 10 years of experience in wealth management, retirement planning, and stock investment. An honors graduate of IMD Business School, he relocated to the U.S. to expand his expertise and has built a reputation for delivering personalized financial strategies that ensure stability and growth for his diverse clientele. Outside of work, Jonathan enjoys spending time with his family, including his wife, kids, and dog, Mats. He's an avid traveler, reader, and sports enthusiast with a passion for hiking, golf, and skiing. Actively involved in community education, Jonathan hosts workshops and seminars to help individuals make informed financial decisions. His expertise in retirement income strategies has been featured in Forbes and Wall Street Journal.

### Qualifications

- 0 Principal/Supervisory Exams
- 3 General Industry/Product Exams
- 2 State Securities Law Exams

### Specialties

Retirement Planning Tax Efficiency Portfolio Construction Crypto Investments Stock Portfolio Management
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## IN THE NEWS

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New York Times
Washington Post
CNN
BBC News
Reuters
The Guardian
Wall Street Journal
Fox Business

## PARTNERS

Dedicated professionals committed to your financial success

### Jonathan Ezekiel Blitz

Senior Financial Advisor

With over 10 years of experience, Jonathan specializes in retirement income strategies and tax-efficient investing.

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### Michael Chen

Wealth Manager

Michael focuses on comprehensive wealth management for high-net-worth individuals and business owners.

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### Emily Rodriguez

Estate Planning Specialist

Emily helps clients navigate complex estate planning needs with tailored solutions for each unique situation.

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### David Wilson

Investment Strategist

David leads our investment research team, specializing in stock analysis and portfolio construction.

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