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About
Jonathan Ewart is a Trading Specialist at IAG Wealth Partners in Appleton, WI, where he is responsible for supporting investment operations and executing trade-related functions for client portfolios. He joined IAG in 2025 and forms an integral part of their service team, ensuring the efficient processing and settlement of trades in partnership with advisors and clients.
His expertise spans investment operations with a focus on equities, mutual funds, and fixed income products, supporting a variety of portfolio strategies tailored to high-net-worth and individual investors. Prior to IAG, Ewart gained valuable industry experience as an Intern Area Manager at Amazon, where he honed his skills in process optimization and team management, and as a factory worker at Avery Dennison, developing a strong operational foundation.
Ewart holds a Bachelor’s degree in Finance from the University of Wisconsin-Whitewater and an Associate of Arts and Sciences from University of Wisconsin Oshkosh, equipping him with a robust analytical and financial background. His combination of operational experience, sector knowledge, and academic credentials enables him to contribute effectively to investment transaction execution and client service excellence at IAG Wealth Partners.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| IAG Wealth Partners | Trading Specialist | May 2024 to Present | — |
| Amazon | Intern Area Manager | Jun 2023 to Nov 2023 | — |
| Avery Dennison | Factory Worker | May 2021 to Jun 2023 | I began as summer help, but that led to a part-time job over the course of the year. During the summer, I worked 40-70 hour weeks. I operated large machinery to finish the manufacturing of paper produ... |
| Kwik Trip, Inc. | Gas Station Cashier | Jan 2020 to Jun 2021 | I worked as cashier and chef of a Kwik Trip. Job responsibilities included working with customers, stocking shelves, as well as general upkeep of the gas station. |
| MiT Fence | Laborer | May 2019 to Aug 2020 | I worked here as a summer job before I turned eighteen. I worked 40+ hour weeks constructing fences, pouring concrete, and completing group projects. |
| McDonald's | Crew Member | Jun 2017 to Nov 2019 | I worked in a variety of roles including cashier, chef, and drive-thru attendant. My job responsibilities included working with customers, assisting coworkers with various tasks, and cleaning the rest... |
Education
University of Wisconsin-Whitewater
Bachelor's degree, Finance, General
2022 — 2024
University of Wisconsin Oshkosh
Associate of Arts and Sciences - AAS
Others at Iag Wealth Partners, LLC (2)
| Name | Role | Location |
|---|---|---|
 | Partner | Waukesha, WI , United States |
 | Managing Partner | Waukesha, WI , United States |