10805 Sunset Office Drive, Suite 300
St. Louis, MO 63127
Jonathan Allard is a Senior Associate with SLATE, and is responsible for focusing on all aspects of financial services in the development of strategic target lists and candidate pools, organizational mapping, and developing deep understanding of the growth, trends, culture, and technical/operational specifics and challenges for clients of SLATE
Prior to joining SLATE, Jonathan was a financial advisor with Wells Fargo Advisors, and also with Edward Jones. He built his career by utilizing banking and advisory relationships from across the country and specializing in a range of functions, from building private tailored portfolios for individuals and small businesses to Private Banking needs for both Large Insurance Companies and Wealth Management firms.
While developing his career in the financial services business for 2 of the top 5 largest wealth management firms in the country, he tailored his focus specifically on virtual investing and partnering with affluent commercial and private banking clients to centralize and meet the needs for multiple asset classes. His experiences enabled him to collaborate with multiple advisors, bankers, attorneys, financial specialists, etc., across the country to meet and exceed the needs of his clients.
Mr. Allard holds a Bachelor of Science Degree in Finance as well as a Bachelor of Science Degree in Accounting from Southern Illinois University and is licensed as a Registered General Securities Representative, Series 7 and Series 66.