Jonathan Krueger joined the Brentwood team in 2024 after starting his finance industry career working at E*Trade Morgan Stanley, where he worked closely with high-net-worth individuals, assisting them with retail trading and complex account situations. During his time there, he was promoted three times and gained experience across various teams.
He holds a Bachelor’s degree in Business Administration and Management from Western Governors University (WGU) and has obtained his Series 7, 63, and 65 licenses.
Growing up in a financially illiterate home, Jonathan developed a passion for financial education and the benefits that come from adequate financial planning. He is a people-person dedicated to helping clients achieve financial literacy and success. He chose to join Brentwood for its independent, small-firm environment, which allows him to leverage his financial skills while fostering meaningful client relationships.
In his personal life, Jonathan enjoys bowling, rock climbing, and exploring new restaurants.