Jonathan

Jonathan "JR" Rice, RICP®, CRPC®, National Social Security Advisor Certificate Holder

Partner, Advisor & VP of Advisor Services

JR is one of the partners with Diversified Wealth Management.  With over 20 years of financial services industry experience, JR shares a variety of skills and expertise with the firm. 

JR has been in private practice providing financial planning and investment management services for individuals and small businesses.  His focus includes comprehensive financial planning, investment advisory services and all personal lines of insurance. In addition, he has recruited and worked with hundreds of other financial advisors in a practice management role helping them expand their practice and deepen their client relationships.    

JR, Heather and their 3 children reside in Shoreview, MN.  In his spare time JR enjoys attending his children’s activities, boating, golfing, all racquet sports, and messing around with the guitar and ukulele.

Credentials and Professional Designations:
 
RICP – Retirement Income Certified Professional - A specialty designation through the “American College” focused on retirement income planning for retiring clients.
 
CRPC - Chartered Retirement Planning Counselor - An advanced designation offered by the “College for Financial Planning” focusing on retirement planning for individuals and small businesses.
 
 - National Social Security Advisor Certificate Holder. The NSSA® Certificate Program is a nationally recognized standard of competent and ethical Social Security planning, education and training.
 
 
 
*Securities Licenses:
 
Series 7 FINRA - License for general securities (stocks, bonds, mutual funds)
Series 24 FINRA - License for securities principal (supervision of other advisors)
Series 63 NASAA - License for federal and state securities regulations
Series 65 NASAA - License for investment fee-based advisory services
 
 
Insurance Licenses:
 
Department of Commerce general insurance license for traditional (term, whole life, universal life and variable life), annuities, health, long-term care, disability, and group insurance.
Phone (612) 435-0025