Jonathan S. Yolles, CPWA®
President of Private Client Services & Co-Founder
As the President of Private Client Services and Co-Founder, Jonathan supervises all the firm’s private client activities and assists clients in navigating critical financial events. His expertise includes strategic portfolio modeling, asset allocation, and retirement planning. This includes structuring municipal, government, and corporate bond portfolios, as well as developing equity portfolios that utilize passive and active alternatives. Jonathan also has experience helping clients manage the concentration risk associated with stock options.
Before co-founding GYL Financial Synergies in 2016, Jonathan worked for Wells Fargo Advisors and its predecessors for 18 years. From 2010–2016, Jonathan was recognized six times by Barron’s as one of “The Top 1,200 Advisors” (formerly “The Top 1,000 Advisors”) in the nation.1 He was recognized six times by On Wall Street as one of “The Top 40 Advisors Under the Age of 40” 2 from 2007-2013. And in 2014, REP. magazine named Jonathan among “The Top 40 Wirehouse Advisors under 40”3 and Financial Times named him one of the “Top 400 U.S. Advisors of 2014”.4
Jonathan graduated from Hartwick College with a degree in Economics. He holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute™ (formerly known as the Investment Management Consultants Association®) and taught in conjunction with the University of Chicago Booth School of Business.
In his free time, Jonathan enjoys coaching the local high school’s baseball team and spending time with his wife and two sons.