Jonathan Kirk

Jonathan Kirk has been in the financial services industry since 2010. Jon brings a true enjoyment of the investment world to the Alloy Wealth family. Joining the team in 2022 as an Accredited Asset Management Specialist, Jonathan meets with clients, conducts portfolio reviews, and tracks their progress towards set goals. But the most rewarding part of his job is helping clients find confidence in their plan. Most folks come into retirement without having an active plan or strategy in place. Jonathan takes pride in his ability to listen and guide you from the first appointment to the last so that you can sleep better at night, knowing you have a plan in place and that someone has your back.

A graduate of Appalachian State University, Jonathan earned a Bachelor of Business Administration with a double major in financial services and economics. After working as a loan officer in the banking industry for several years, he transitioned and trained as a financial advisor, working at Edward Jones for three years. His favorite part of being an advisor is building long-term client relationships, and by working at an independent firm, he can now access a full range of the tools and investment services his clients need.

Jonathan and his wife Rimes have two boys together—Grayson and Henry. When not in the office helping his clients, Jonathan can be found with his family, fly fishing, camping, or spending time together in the great outdoors.