Jonathan Weid

About Jonathan Weid

Hi there! I\'m a finance professional with a passion for investment analysis and portfolio construction.Before transitioning to a career in finance, I completed my undergraduate studies at UCLA and was pursuing a PhD in Philosophy at Northwestern University. Under the direction of Sandy Goldberg, I began work on a dissertation in epistemology on the normative dimensions of our belief-forming practices. During that time, I presented at several of the leading conferences in my field. In 2023, I decided to join Krishna Kumar at Edward Jones so that I could better serve my community. In 10 short weeks, I passed the SIE, Series 7, and Series 66 exams, and I am now a licensed financial services professional. I am passionate about portfolio construction and investment analysis, and I strive to advance expertise in these areas every chance that I get. When I am not in the office, you can probably find me with a book in my hands. I am an avid reader who strives to complete at least one book every week. I am also a health and wellness enthusiast, and a passionate pet-owner. I\'m always eager to connect with fellow finance enthusiasts, professionals, and anyone passionate about the intersection of finance and philosophy. Whether you\'re interested in discussing investment strategies, sharing industry insights, or exploring potential collaborations, let\'s connect. Your perspectives and experiences are invaluable, and I look forward to building meaningful connections in the world of finance. Feel free to reach out, and let\'s navigate the exciting landscape of finance together!

Experience

1. Associate Financial Advisor

   Edward Jones

   Jul 2023 — Present

   Conducted in-depth financial assessments for clients, evaluating their current financial positions and goals to develop tailored investment strategies- Utilized extensive range of investment products, including mutual funds, ETFs, and fixed-income securities, to create diversified portfolios that aligned with clients\' objectives- Conducted thorough research and analysis of various investment opportunities, including stocks, bonds, and alternative investments- Evaluated the risk and return profiles of potential investments to support portfolio decision-making- Produced investment reports and recommendations, presenting findings to portfolio managers and clients- Assisted in the development of investment strategies and asset allocation models- Collaborated with portfolio managers to implement tactical adjustments in response to market developments- Contributed to the creation of investment communication materials and reports for clients- Stayed current with industry news and market trends to provide timely insights to clients.

Education

• Northwestern University

  Master of Arts - MA

• UCLA

  Bachelor of Arts - BA