Jonathan

Jonathan "JR" Rice, RICP®, CRPC®

VP of Advisor Services

Jonathan “JR” Rice -  Wealth Advisor & VP of Advisor Services

JR joined Diversified Wealth Management to expand his personal practice as a financial advisor and to assist the management team as VP of Advisor Services.   With over 20 years of financial services industry experience, JR brings a variety of skills and expertise to the firm. 

JR has been in private practice providing financial planning and investment management services for individuals and small businesses for most of his career. His focus includes comprehensive planning, investment advisory services and all personal lines of insurance. In addition, he has 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, ping pong, and messing around with the guitar and ukulele.

 

Phone (612) 435-0025