Jonathan Jimenez

Ever since I was high school I was fascinated with literature and how people work. Shortly after I graduated I worked in the film industry on big budget Netflix productions while simultaneously attending UC Davis and graduated as a double emphasis english major. From there, I merged my experience with people and understanding their needs with my affinety for numbers and pattern recognition. I joined Private Client Servicing at American Funds where I worked with ultra high net worth as a Relationship Specialist who focuses on efficient and enriching transactions.

I have my SIE license as well as my life insurance license and have moved on to various firms since to update productivity and grasp a holistic understanding of the industry. I have been with RTA and Associates for over a year now and continued to efficiently offer white glove services and further enrich our clients portfolios.