Jonathan Sheen is an entrepreneur, wealth strategist, and the founder of a successful FinTech startup specializing in options exposure data, which he launched in 2021 and successfully exited in 2025. A graduate of the University of Southern California with a B.A. in Business Administration, Jonathan paired his academic foundation with real-world grit, working throughout college to fund his early ventures into the stock market. This hands-on experience sparked a lifelong passion for wealth creation, leading him to earn his SIE and Series 65 credentials.

Jonathan’s investment philosophy centers on capturing strong growth with a low beta correlation to generate true alpha. He champions the stock market as the ultimate vehicle for wealth building, deeply valuing its unparalleled liquidity, which allows clients the freedom to deploy their capital for personal interests and milestones whenever they choose.

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The Client Experience‍

Built on a foundation of trust, communication, and honor, Jonathan’s approach is entirely client-centric. He favors in-person collaboration but seamlessly utilizes virtual formats to ensure his clients feel comfortable, informed, and secure. During an initial meeting, Jonathan focuses on absolute transparency, striving to build a relationship where clients feel confident that their financial growth and personal benefits always take absolute priority over his own.

Guided by a firm personal ethos, Jonathan anchors his decision-making in a favorite piece of advice from his father:

"I'd much rather deal with the pain of discipline than the pain of regret."

When navigating the complex challenges of managing wealth, he maintains deep gratitude by remembering, "What a blessing it is to be challenged by the life you’ve worked so hard to create."

Outside of the Markets

When he isn’t analyzing market data, Jonathan is an avid host and a very family oriented person who loves bringing people together through organized pickleball events and home gatherings designed for networking and building lifelong friendships. He is a passionate enthusiast of basketball—a sport he has played since the first grade—as well as competition shooting, track racing, and off-road racing. He also loves international travel—he’s been to Paris, Italy, Taiwan, Hong Kong, Japan, and Indonesia. Jonathan resides with his older brother and their three dogs in the LA area.

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