Wealth Management Adviser
Jonathan Glass works in partnership with colleague Graham Parlane, to provide sharebroking, advisory and discretionary investment management services to individuals, trusts, estates, charities and non-profit organisations.
Jonathan enjoys being involved in Wellington’s tech scene and has a strong interest in startups, angel investing and private equity opportunities. He says the financial markets are his passion and hobby as well as his work, and he loves helping clients invest their money with the aim of growing and protecting their wealth.
Before joining Jarden in 2018, Jonathan was an investment adviser for seven years at JBWere, and over three years with Gareth Morgan Investments. He previously worked as a Business Banker at Westpac, and whilst in London on his OE held various financial markets and services roles with Mellon, Northern Trust and JP Morgan.
An Authorised Financial Adviser and NZX Adviser, Jonathan has a BCom from Lincoln University and a Graduate Diploma in Financial Planning from Massey University. He enjoys mountain biking, skiing, tennis, and spending time with his two boys.
Phone: +64 4 496 5363