Jonathan Aires

Examiner
DISC Type : cs

Financial Advisor at Northwestern Mutual

San Diego County, California, United States

Overview

Jonathan is an award-winning Wealth Management Advisor and the founder of Aires Financial. Recognized by Forbes as a top financial security professional, he specializes in comprehensive financial planning for partners and principals at professional services firms. He graduated with honors from Georgetown University and holds CFP® and CLU® designations.

His professional dedication is rooted in personal experience, having witnessed loved ones suffer significant financial loss. This fuels his passion for creating "financially bulletproof" plans for his clients. He lives in La Jolla with his wife and two children and actively volunteers with the San Diego Food Bank.

Interesting fact: Jonathans family history traces from Lithuania to South Africa before he ultimately settled in San Diego.

Personality Overview

Tough To Convince

Process Oriented

Late Adopter

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Financial Security
His firm was recognized by Forbes as a top Financial Security firm, and his core mission is to make clients "financially bulletproof".
Comprehensive Planning
He has received multiple Northwestern Mutual awards for providing comprehensive financial planning that integrates risk management, wealth management, and tax-efficient strategies.
Wealth Preservation
His investment philosophy is centered on preserving wealth through consistent, steady gains rather than chasing high-risk home runs.

Media Appearances

Jonathan has no verified media appearances

Work History

10-2009
Financial Advisor at Northwestern Mutual

Education

2002 - 2006
BSFS from Georgetown University
1998 - 2002
Education details unavailable from Francis Parker School

More Information

Social Presence :

Prographics :

Exp : 16 Location : San Diego County, California, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jonathan

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Jonathan take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Jonathan

Personality Compatibility


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