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Jonathan La Mar
Vice President, Wealth Advisor
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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.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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Year William Blair was founded
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Employees worldwide
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Client assets
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Independent and employee-owned
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Offices worldwide
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Companies under coverage
As of June 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.