Jonathan M. LaRocca
As a Wealth Advisor, Jonathan assists Forteris clients with various planning, investment and operational needs. Jonathan also assists the firm with investment research, constructing financial plans, and research on financial planning issues such as Social Security, Medicare and College Planning.
Before joining Forteris, Jonathan worked for an investment advisory in Asheville N.C. as an investment advisor representative. In this role he provided support for trading and investment activities, marketing initiatives, and client relationships. His past experience has given him a broad knowledge base that will benefit our clients and provide them with a unique client experience.
Jonathan received his degree in Finance and Banking from Appalachian State University’s Walker College of Business in Boone, N.C. Jonathan plans to sit for his CFP certification during 2017.