Jonathan Nguyen has 20+ years in the Financial Industry in personal financial management and institutional investment banking. He holds his series 6, 7, 63 & 66 securities registrations and his life & health insurance licenses.
Currently, he advises clients at Provident Investment Services on how to best prepare each stage of their personal financial life cycle. As a result, they make educated decisions to help protect, grow and distribute their assets to enjoy life with financial confidence.
He previously served as a Relationship Manager in consumer banking at PNC, Wells Fargo and Santander. He Identified and provided investment, credit and deposit solutions with bank partners.
Prior to consumer banking, Jonathan specialized in commercial real estate development and brokerage & investment banking. During his time as an investment banker, his team at Arbor Commercial Mortgage provided structured financing for a $250M loan portfolio. While at Credit Suisse, his team advised a $1B senior loan portfolio and securitized loan portfolios ranging from $250M - $1B per transaction.
He is passionate about serving his clients and non-profit work, as well as, enjoying golf & travel.
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.