Jonathan Markos is a financial advisor with over 20 years of experience in financial services guiding individuals and families toward financial stability and lasting independence. As a graduate of Bucknell University where he graduated with Dean's Honors and competed on the wrestling team, Jonathan started on the east coast before settling in Las Vegas in 2009. As a devoted husband and father of two, Jonathan brings a deep personal understanding to every financial journey. He works primarily with closely held business owners, high income wage earners, growing families, and retirees/pre-retirees.
The approach is one based on financial management and oversight as a fiduciary with a process that
includes 1) developing a game plan, 2) executing the game plan, and 3) creating a legacy of always being
financially stable. There is a clear mission: to help individuals and families build generational wealth and
create a legacy that empowers themselves and future generations.
Jonathan is passionate about transforming lives so more families can experience the peace, opportunity,
and joy that comes with true financial confidence. Jonathan is one of the few Certified Plan Fiduciary
Advisors (CPFA®) in Las Vegas and has been recognized as a Million Dollar Round Table producer
multiple years as well as recognized by Forbes in 2023 & 2024 as a Best in State Top Financial Security
Professional in Nevada.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WESTPAC WEALTH PARTNERS LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0I18340. | These awards are not issued by Guardian or its subsidiaries.| 8113944.1 Exp. 08/27