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OUR TEAM OF PARTNERS
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Jonathan M. Jaranson - Certified Financial Planner®
Jonathan M. Jaranson has more than fifteen years of experience structuring globally diversified investment portfolios. He develops custom investment strategies that balance broadly diversified equity and fixed income positions with the risk capacity, risk tolerance, and investment objectives of each individual PrairieView client. He has expertise with the systematic diversification of concentrated positions and with employee stock option valuation, and he is responsible for equity and fixed income trading.
Jonathan earned his undergraduate degree in Economics, with concentrations in Finance and Accounting, from St. Olaf College in Northfield, Minnesota. He accepted a position as an analyst with a private wealth management firm, eventually rising to become Chief Investment Officer. As CIO, he was responsible for designing and managing investment portfolios for clients with combined assets in excess of $850 million. He has also obtained his Certified Financial Planner designation and a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
“As a young man during the Depression, my grandfather began a 50-year career as a small-town banker. Because those were lean years, with every purchase carefully considered, he remembered the price of everything. But more importantly, he also remembered the value of thrift and discipline. Those were lessons he passed on to my father, and through him to me. Those values are a solid foundation on which to build investment strategies.“
Learn more about Jonathan - PDF
email - jonathan@prairieviewpartners.com
phone - 651.233.1101
ROBERT "BO" AYLIN THOMAS M. IRWIN
KRISTY SCHAFFER SUSAN CHESHIER |
