Jonathan H. Brice, CFP^®, ABFP™, MPAS™

Jonathan Brice is a Partner and Wealth Advisor at ProEast Asset Management, LLC, where he specializes in providing sound financial advice and strategic asset management to help clients work toward achieving not only their financial goals but also their broader life aspirations. With a deep understanding of both the technical and personal aspects of wealth management, Jonathan works closely with individuals, families, and small businesses to navigate complex financial decisions, creating customized strategies to strive for long-term success.

Jonathan earned his Bachelor of Science in Economics from the University of New Hampshire, complemented by a minor in Psychology. His career in financial services began at BlackRock, Inc., where he gained valuable insight into investment strategies and client needs. He then joined ProEast in 2019, where he continues to build on his expertise and deliver personalized financial strategies.

In addition to his extensive experience, Jonathan holds several industry certifications, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Accredited Behavioral Financial Professional™ (ABFP™) designation, as well as his Master’s Degree in Personal Financial Planning with a focus in Communications and Psychology (MPAS™). He has successfully completed his SIE, Series 7, 66, and 24 license exams, which are currently held with LPL Financial. Jonathan is also licensed in Massachusetts for Life & Health Insurance, further broadening his ability to serve clients’ diverse needs.

Jonathan resides in Westborough, MA with his wife, Marissa, and their two pups, Kona & Atlas. Outside of his professional work, Jonathan is an avid outdoors enthusiast, enjoying activities such as angling, hiking National Parks, and disc golfing. His passion for nature reflects his belief in a balanced life, which he strives to help his clients achieve through thoughtful financial planning.