Jonathan Arntz is an associate advisor with SEIA and holds Series 63 and Series 65 licenses. He has two years of experience in the financial industry, previously working at Cedar Brook Group for four years and in construction from 2011 to 2020. Outside of advisory work, he is involved in property management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable entities through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic asset allocation with tactical adjustments using quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management alongside comprehensive financial planning and consulting services.

Jonathan Arntz is a CFP® with 35 years of experience in the financial services industry. He is currently with SEIA, where he has worked since 2024. His prior experience includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. Arntz also holds an insurance license and is engaged in insurance sales and service consistent with financial planning. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm employs a combination of strategic macro asset allocation and tactical adjustments, using both discretionary and non-discretionary investment management approaches.