Jonathan Herbert

Background

About Jonathan Herbert

i discovered my interest in the financial services industry after spending seven years as an electrical engineer working on f-18 super hornets in the u.s. navy. during the final year of my time in the navy i made the decision to follow my passion in finance after being honorably discharged from the us navy with multiple citations and awards, i then completed my bachelor’s degree and attained my mba in finance. i became a wealth advisor in 2016 after attaining my series 7, 66, and life and health licenses. after building a successful practice on my own, i decided to join forces with the rmw team in 2021. as a third-generation financial planner and advisor, i take pride in my ability to build lasting client relationships that go beyond an annual office visit. as part of a team, my focus is creating individual, living, breathing financial plans that can be monitored and managed from any smart phone. i bring a wealth of knowledge to clients in terms of investment and product diversification, while implementing the latest technology. this approach gives our clients the highest level of service possible. among the many accomplishments i have received, the one i take the most pride in, is becoming a father. i am currently raising a daughter with plans for more children in the future with my better half brittney. during my off days, which are very few, you can find me golfing, hiking or enjoying the great hunting and fishing colorado has to offer- securities and investment advisory services offered through lpl financial, a registered investment advisor, member finra/sipc. rmw financial group, llc is a separate entity from lpl financial. for hyperlinks to finra and sipc, please refer to ‘see contact info’ section above. third party posts found on this profile do not reflect the views of lpl financial and have not been reviewed by lpl financial as to accuracy or completeness. the financial professionals associated with lpl financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. no offers may be made or accepted from any resident of any other state.