Jonathan Brice is a Wealth Advisor at ProEast Asset Management, LLC. Jonathan’s role is to provide sound advice and recommendations in the arenas of financial planning and asset management as to help clients in pursuing not just their financial goals and security, but more importantly, their life’s aspirations.
Jonathan earned his Bachelor of Science in Economics at the University of New Hampshire, with a minor in Psychology. He then began his financial services career as a specialist on BlackRock, Inc.’s investor services teams, prior to joining ProEast. Jonathan has successfully completed his SIE, Series 7, 66, and 24 examinations (currently held with LPL Financial), in addition to holding his Massachusetts State Life & Health Insurance licenses, and his CERTIFIED FINANCIAL PLANNER™ designation.
Jonathan currently resides in Framingham, MA with his partner Marissa, and their dog, Kona. He enjoys fishing, hiking, disc golf, and all things outdoors.