Jonathan Chatfield

Jonathan Chatfield is an Analyst at LM Advisors, LLC, a Carlsbad, CA-based independent investment advisory firm, where he is responsible for conducting in-depth investment research and providing analytical support to portfolio management. His role involves leveraging proprietary technology and in-house analysis to recommend customized investment strategies tailored to individual client needs, with a focus on competitive rates and transparent service.

Prior to joining LM Advisors in 2022, Jonathan founded Chatfield Investment Services LLC, where he managed investment consulting and provided personalized financial solutions. He also served as Senior Portfolio Strategist at Anchor Bay Capital, Inc. from 2019 to 2021, focusing on strategic portfolio construction and risk management for diverse client portfolios. His experience covers a broad range of asset classes including equities, fixed income, and alternative investments.

Jonathan holds a Bachelor's degree in Agricultural and Managerial Economics from the University of California, Davis, equipping him with quantitative and analytical expertise in economics and financial markets. Throughout his career, he has contributed to the development of proprietary investment tools and demonstrated a commitment to objective, client-centered solutions in the wealth management industry.