Financial Advisor
Jonathan has over 10 years of work experience in the financial advisory industry. He has held roles at Wells Fargo Advisors, LLC, Wells Fargo Clearing services, LLC, Ubs Financial Services Inc. & Re/Max Professionals. He holds his series 66 license, qualifying them as both a securities agent and an investment advisor representative. He also holds his series 7, along with a Life and Health Insurance license. Jonathan is also registered in North Carolina and Texas to serve investors. He has made the transition to GCG Wealth Management in 2021 taking on the role of a financial advisor. He also has the following securities registered in AZ, FL, HI, NC, PA, SC, TN, TX, & VA.
When Jonathan is not working, he loves being with his wife and two sons, as well as is a fitness enthusiast. He also spends his free time as a Franchise Partner for Burn Boot Camp.
Jonathan βJonβ Metzger
Focused Responsibilities
Financial Planning Services
Pension Consulting Services
Portfolio Management
Contact
Office: 704-372-4491
Direct: 704-688-0643
Email: jmetzger@gcgwm.com
βI take pride in helping my clients set a path for financial success and building long lasting relationships.β
β Jon Metzger