Jonathan La Mar

About Jonathan

Jonathan La Mar, vice president, is a wealth advisor with Heartland Wealth Management Group. Recognizing the hard work that clients have invested to excel in their respective fields, Jonathan brings the same level of commitment to managing their wealth. In guiding his clients toward their financial objectives, he emphasizes strategic financial planning and comprehensive wealth management aimed at ensuring long-term financial stability.

Before this role, he served as the director of the Private Wealth Management middle office. In this capacity, Jonathan oversaw a team of more than 35 professionals, ensuring excellence in all areas of operations, including client services, financial reporting, and account management. He collaborated with wealth advisors to deliver precise reporting, maintain transparency, and use data analytics for optimal practice management and client service. In addition, his responsibilities encompassed system integration, compliance reporting, and supporting PWM recruiting and onboarding processes.

Before joining William Blair, Jonathan honed his expertise at Morgan Stanley Smith Barney and HighTower Advisors.

Jonathan is a graduate of DePaul University with a B.S. in finance.

Jonathan volunteers with Cradles to Crayons. Outside his professional and philanthropic endeavors, he enjoys a rich personal life in Batavia with his wife and three young boys. His interests include golfing, boating, and entertaining.