Jonathan

Jonathan "JR" Rice, RICP®, CRPC®

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.

 

Phone (612) 435-0025