Jonathan Obera

Jonathan Obera: Email & Phone Number

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Financial Advisor at Proxy Advisory Group|Los Angeles Metropolitan Area, United States

Position:

Financial Advisor at Proxy Advisory Group

Location:

Los Angeles Metropolitan Area, United States

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Last updated: 2026-08-25
Updated: 2026-08-25

Found email addresses for Jonathan Obera:

Business emails:
j************a@morganstanley.com,
d******t@streetmerchant.com
Personal emails:
j****a@aol.com,
m********9@aol.com

Found phone for Jonathan Obera:

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Work Experience 10 years

Financial Advisor at Proxy Advisory Group

Nov 2025 - Current

Wealth Management Associate at Morgan Stanley

Nov 2020 - Nov 2025

Financial Advisor at Merrill Lynch

Jan 2016 - Nov 2020

Jonathan Obera started working in 2016, then the employee has changed 2 companies and 1 job. On average, Jonathan Obera works for one company for 3 years 7 months.

Their professional focus is Company Retirement Plans, Corporate Retirement Plan Management, and Corporate Retirement Planning across 3 core areas.

Jonathan holds Certified Plan Fiduciary Advisor, Certified 401(k) Professional, and Retirement Benefits Consultant certifications.

Education

Bachelor's Degree at San Francisco State University

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