Back to team | John Jonas
John Jonas

John Jonas Director of Operations


  • Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor.
  • Next Level Planning & Wealth Management team member since 2003

Next Level Specialty

  • Liaison for Next Level Broker-Dealer operations
  • Client operational and account maintenance issues
  • Establishment and maintenance of accounts


  • Resides in Eagle, Wisconsin
  • Family: Wife Jodi & children Patrick and Eleanor


  • Bachelor of Business Administration in Marketing at the University of Wisconsin, Milwaukee

Education Resources

Hundred dollar bills Investing
Hundred dollar bills Pre Retiree
Hundred dollar bills Retired

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