Role at Appleton
Jonathan is a Compliance Officer and an integral part of Appleton’s Compliance Team. Within his role, Jonathan partners with Senior Management and Appleton’s various lines of business to assure that the firm operates in accordance with its position as a federally Registered Investment Adviser under the guidelines set forth by the Securities and Exchange Commission.
Prior to joining Appleton in the fall of 2019, Jonathan was an Assistant Vice President within JPMorgan’s Corporate Investment Banking Division.
B.S., Boston College
Jonathan is a Boston native and currently resides in Chelsea. In his free time, Jonathan enjoys staying active, traveling and spending quality time with close family and friends.