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Jonathan M. Turner
Managing Partner
Wealth Advisor
Joining Invariant in 2023, Jonathan brings with him nearly 15 years of experience in the financial services industry. His role at Invariant allows him to guide clients through their financial journey while also helping to shape the firm’s direction and growth.
Jonathan is known for his ability to simplify complex financial concepts, making them accessible and understandable for all his clients.
Jonathan holds a Bachelor's degree in Business Management and Marketing from Penn State University. He is a published author of the book “Stop Faking It, Start Making It,” which focuses on financial literacy for millennials and Gen Z. His approach to wealth management is grounded in empowering clients with the knowledge they need to achieve their goals, and he is committed to fostering a clear understanding of financial literacy among those he serves.
Outside of work, Jonathan enjoys traveling the world with his wife, Olivia, and their dog, Enzo. He is also passionate about cars and actively integrates this passion into charity work, finding creative ways to use his love for automobiles to support various causes.
Jonathan's Book
As a millennial, you belong to the largest generation in the U.S., yet face financial challenges that could leave you worse off than your parents due to financial illiteracy and poor money management. This book is designed to help you create a solid financial plan, guiding you toward a future where you feel secure, motivated, and in control of your finances. By offering practical exercises and essential knowledge, the book empowers you to define and attain your vision of wealth, transforming your financial future for the better.
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