Broker Check
Jonathan

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

Senior Partner & Financial Advisor

651-329-9463

612-435-0025

jr@diversifiedwealthmanagement.com

JR is a Senior Partner at Diversified Wealth Management, bringing over 25 years of experience in the financial services industry. He contributes a broad range of expertise to the firm, focusing on financial planning and investment management.

Throughout his career, JR has operated in private practice, offering comprehensive financial planning and investment advisory services to individuals and small business owners. His areas of specialization include retirement planning, investment management, overseeing small business retirement plans, and providing personal insurance solutions.

JR lives in Shoreview, MN with his wife, Heather, and their three children. In his spare time, he enjoys pickleball and various racquet sports, golfing, boating, playing guitar and ukulele, and spending quality time with family and friends.


Credentials and Professional Designations:

  • Retirement Income Certified Professional (RICP): A designation from the American College focused on retirement income planning for clients approaching or in retirement.
  • Chartered Retirement Planning Counselor (CRPC): An advanced designation from the College for Financial Planning, specializing in retirement planning for individuals and small businesses.
  • National Social Security Advisor (NSSA): Holder of the NSSA® Certificate, a nationally recognized program for Social Security planning and education.


Securities Licenses:

  • Series 7 FINRA: License for general securities (stocks, bonds, mutual funds)
  • Series 24 FINRA: License for securities principals (supervision of other advisors)
  • Series 63 NASAA: License for federal and state securities regulations
  • Series 65 NASAA: License for fee-based investment advisory services


Insurance Licenses:

  • Licensed by the Department of Commerce for various insurance products, including traditional life insurance (term, whole life, universal life, and variable life), annuities, health insurance, long-term care, disability, and group insurance.