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Jonathan Slocum

A man with short dark hair and a beard is smiling and standing in front of a large window. He is wearing a blue checked blazer, a light blue dress shirt, and dark trousers. The background features an outdoor view with trees and a partly cloudy sky.

Jonathan Slocum

Principal and Senior Financial Advisor

Jonathan is the Michiana Area Leader and a senior financial advisor. He takes an honest, direct approach to financial planning and helps clients include charitable gifting strategies into their overall planning.

Jonathan is particularly skilled at directing executives with deferred compensation elections, stock options and restricted stock. He is honored to be a fiduciary to his clients; it is a responsibility that he takes seriously.

Mishawaka, IN

jslocum@sym.com

Credentials

A blue emblem features a shield outline with the letters "WTC" prominently displayed. On top of the "T," there is an image of an open book, symbolizing education or knowledge.

Bachelor of Arts in Business Administration Cum Laude – William Tyndale College, Farmington Hills, MI

CFP LOGO indicating CERTIFIED FINANCIAL PLANNER accreditation

CERTIFIED FINANCIAL PLANNER®

Community

Logo of The Economic Club of Michiana featuring large blue initials "EC" above a stylized graph with a white line indicating trends. Below the graph, the text reads, "The Economic Club of Michiana.

Member, Economic Club of Michiana

A black oval logo with bold white text "KLA" in the center. Surrounding it, in smaller white text, are the words "SERVING KOSCIUSKO COUNTY SINCE 1982.

2017 Graduate, Kosciusko Leadership Academy

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Member, Gospel City Church

Jonathan’s Words to Live By

Save early, save often and leave people better than you found them.

Favorite Book

“The Millionaire Next Door” by Thomas J. Stanley and William D. Danko and “Rich Dad/Poor Dad” by Robert T. Kiyosaki

Personal Pursuits

Jonathan treasures family time in Northern Michigan and Wisconsin. He also enjoys mountain biking off-road, golf and attending the many activities in which his three children are involved.

Get Jonathan's Help

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Mishawaka work for you call 800-888-7968 or email info@sym.com.

Let’s Talk

Visit our offices, schedule a meeting, call, or email anytime!

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Schedule A Meeting

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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