Jonathan Kirk

Investment Adviser Representative

With more than twelve years of experience in the financial services industry, Jonathan Kirk brings a true enjoyment of the investment world to the Alloy Invest family. Joining the team in 2022 as an Accredited Asset Management Specialist, Jonathan meets with clients, conducts portfolio reviews, and tracks their progress towards set goals. But the most rewarding part of his job is helping clients find confidence in their plan. Most folks come into retirement without having an active plan or strategy in place. Jonathan takes pride in his ability to listen and guide you from the first appointment to the last so that you can sleep better at night, knowing you have a plan in place and that someone has your back.

A graduate of Appalachian State University, Jonathan earned a Bachelor of Business Administration with a double major in financial services and economics. After working as a loan officer in the banking industry for several years, he transitioned and trained as a financial advisor, working at Edward Jones for three years. His favorite part of being an advisor is building long-term client relationships, and by working at an independent firm, he can now access a full range of the tools and investment services his clients need.

Jonathan and his wife Rimes have two boys together—Grayson and Henry. When not in the office helping his clients, Jonathan can be found with his family, fly fishing, camping, or spending time together in the great outdoors.

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You see, it’s not “will there be” a market downturn, it’s “when” there will be a market downturn. Stock market downturns are inevitable, and that’s why there has to be a clear strategy for your portfolio to help protect your principal during down-market cycles, especially when it comes to retirement planning.

When it comes to investment management, Alloy Wealth will help guide you towards your goals.

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC - DBA Alloy Investment Management is a state registered investment adviser in South Carolina and North Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC - DBA Alloy Investment Management.