Jonathan Koh

Intern at Zhang Financial - Portage, Michigan, US

Jonathan Koh's Colleagues at Zhang Financial
Eric Bird

Senior Manager - Tax and Client Services

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Raymond Zhu

Senior Manager, Investment Strategy and Client Services

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Brandon Mull

Vice President - Financial Planning and Private Client Services

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Travis Veenhuis

Senior Client Service Associate and Analyst

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Zhang Financial

Communications Specialist

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Gordon Jarrell

Client Relations Coordinator

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Charles Cfp

FOUNDER AND President

Contact Charles Cfp

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Jonathan Koh's Contact Details
HQ
(269) 385-5888
Location
Kalamazoo,Michigan,United States
Company
Zhang Financial
Jonathan Koh's Company Details
Zhang Financial logo, Zhang Financial contact details

Zhang Financial

Portage, Michigan, US • 54 Employees
Financial Services

Zhang Financial sets a new standard for your finances. Established three decades ago, * Zhang Financial has developed into a prominent industry leader while maintaining a client-centered focus. Our comprehensive, fee-only solution is built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success. Charles Zhang, CFP®, was ranked #1 on Barron’s list of the nation's Top 100 Independent Wealth Advisors for 2023 and has been ranked in the Top 10 every year since 2015.** Charles was also ranked #4 in the nation on Forbes' list of America's Top Wealth Advisors for 2024 and is the highest ranked Independent Advisor on the list.*** Zhang Financial is also known for its commitment to philanthropy. *Zhang Financial formerly operated under dba Zhang & Associates **As reported in Barron's August 22, 2015, August 27, 2016, September 15, 2017, September 14, 2018, September 16, 2019, September 12, 2020, September 17, 2021, September 16, 2022, and September 15, 2023. Based on assets under management, quality of practices, revenue that advisors generate for their firms and other factors. *** As reported in Forbes April 3, 2024. The ranking, developed by our partner Shook Research, is based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience. We consider client retention, industry experience, compliance records and firm nominations as well as quantitative criteria such as assets under management and revenue generated for their firms.

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Frequently Asked Questions about Jonathan Koh
Jonathan Koh currently works for Zhang Financial.
Jonathan Koh's role at Zhang Financial is Intern.
Jonathan Koh's email address is ***@zhangfinancial.com. To view Jonathan Koh's full email address, please signup to ConnectPlex.
Jonathan Koh works in the Financial Services industry.
Jonathan Koh's colleagues at Zhang Financial are Eric Bird, Raymond Zhu, Brandon Mull, Travis Veenhuis, Zhang Financial, Gordon Jarrell, Charles Cfp and others.
Jonathan Koh's phone number is (269) 385-5888
See more information about Jonathan Koh