Jonathan Stevens

Jonathan is a Senior Wealth Advisor at the Scott Marsh Financial Salt Lake City office. He brings a diverse financial background spanning investment banking, strategy consulting, and software leadership. Jonathan graduated from Brigham Young University with a joint Bachelor’s degree in Mathematics and Economics.  He began his career as a Public Finance Investment Banking Analyst at Wells Fargo Securities, supporting over $7.8 billion in public bond offerings, before earning his MBA with a finance emphasis from the University of Chicago Booth School of Business. He went on to lead high-performing teams in the software industry, most recently as Vice President of Client Success.

Jonathan is an asset to Scott Marsh Financial, applying his financial expertise and relationship-driven approach directly to individuals and families. He holds the CFA Level I designation and FINRA Series 65 license. Outside of work, he enjoys skiing, golf, and playing the guitar. Jonathan is a proud husband and father of four.