Jonathan Aires

Wealth Management Advisor | CFP® | Aires Financial Wealth & Insurance Solutions

Role
Financial Advisor at Northwestern Mutual
Location
San Diego County, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jonathan Aires

Our clients are smart, successful, down-to-earth and busy. They are Partners, Principals and Managing Directors in Tax, Consulting and Law as well as Executives at large publicly traded companies.Our team is sophisticated and accessible. We utilize our world-class capabilities and exceptional execution to build and implement a unique plan aligned with each client’s specific values and preferences.WE ARE-Experienced & credentialed: we bring the capabilities of a CFP® Professional, CFA, CAIA and over 5 decades of combined expertise-Award-winning: recognized in 2025 by Forbes as a top 25 Best-in-State Financial Security Professional and by NM as 5-Star Pathfinder (among the top comprehensive planning practices at NM)PROFICIENT IN-Strategic Investing: we are thoughtful, approachable, and analytically sound-Tax-Savvy: we use a variety of strategies that, together, can really move the needle on taxes-Charitable Giving Strategies: because our clients are often charitably inclined, we help make the most of the good they do (in tax-savings, of course)To get a feel for our firm, consider this short introductory video: Best-in-State Top Financial Security Professionals (July 2025), based upon data as of 12/31/2024. Research & ranking provided by SHOOK® Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

Experience

  1. Financial Advisor

    Northwestern Mutual

    Oct 2009 — Present · La Jolla, CA, US

Education

  • Georgetown University

    BSFS, International Politics - Security Studies

    2002 — 2006

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Jonathan Aires — Email, Phone Number & Contact Info | Unifers