Jonathan Kwok is a key member of our Client Solutions & Strategy team, where he supports both our corporate retirement plan and private wealth clients. With a strong foundation in finance and a detail-oriented approach, Jonathan contributes to the research, analysis, and service efforts that help our clients stay on track toward their financial goals.
Jonathan works closely with our advisory team to conduct investment due diligence and support the ongoing management of our 401(k) plans. He supports the ongoing review and monitoring of investment menus to help ensure they remain aligned with each plan’s objectives and our fiduciary standards.
On the private wealth side, Jonathan assists with portfolio research, account maintenance, and client inquiries. He plays a key role in helping our team deliver timely, thoughtful support to individuals and families as they pursue their financial goals.
Jonathan joined the Latus Group after graduating from the University of Portland with a Bachelor's Degree in Finance.
Outside of work, Jonathan is passionate about cultivating a well-rounded lifestyle, balancing his professional pursuits with a diverse range of interests. He enjoys staying active on the courts; whether pickleball or padel, he's there. Additionally, Jonathan loves modifying his car, finding the process both therapeutic and educational as he continuously learns new skills through hands-on experience. These varied interests fuel his creativity and attention to detail in his professional work.