Empowering Your Financial Future, Together.

Jonathan Ballenger is a Wealth Advisor with NorthCoast, where he works with individuals and families to deliver comprehensive wealth management and personalized financial planning. He brings more than 17 years of experience across investment management, portfolio consulting, business development, and advisor partnerships.

Prior to joining NorthCoast, Jonathan held leadership roles at Morningstar, Inc. and Bluespring Wealth Partners. At Morningstar, he partnered with RIAs and independent advisors as an External Wholesaler and later served as a Portfolio Specialist, supporting investment strategy and portfolio solutions. Most recently Jonathan served as Vice President of Corporate Business Development at Bluespring Wealth Partners.

Jonathan holds a Bachelor of Arts in Business with a minor in Communications from the University of Iowa. Outside of work he enjoys spending time with his family, and golfing.