text
Jonathan A. Jagolinzer CFP®, CRPC® Wealth Advisor
Bio

Jonathan joined Quantis Wealth Management in 2014 with more than ten years of experience as a personal wealth advisor. He provides individuals, families, and businesses with personalized and comprehensive financial planning services, including guidance on investment, retirement, tax, and estate planning issues, as well as other wealth management needs.

Jonathan earned his bachelor’s in economics from George Washington University. After graduation, he began his career at Ameriprise, where he attained his FINRA Series 7 and 66 registrations and earned the Chartered Retirement Planning CounselorSM designation. In 2011, Jonathan added to this by earning his CERTIFIED FINANCIAL PLANNER™ certificate through The American College. As a member of the Financial Planning Association, he continually seeks to increase his knowledge base in a constantly evolving financial industry.

Jonathan’s dedication extends outside of the office. In his free time, he is an outdoors enthusiast, avid traveler, reader, and enjoys expanding his palette as a home cook. Jonathan grew up in Newport, Rhode Island. After attending George Washington University, he decided to make the DC metro area home. Jonathan currently lives in Vienna, Virginia, with his wife Jennifer, and dogs, Penny and Cooper.

content-image Back To Team
content-image
Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.