Jonathan Orman
Advisor Consultant at Hartford Funds | Mound, Minnesota, United States
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Jonathan Orman serves as an Advisor Consultant at Hartford Funds, where he leverages over two decades of experience in the financial services industry to empower advisors and enhance their practices. Known as “The Advisor’s Advisor,” Jonathan is dedicated to sharing actionable insights and success stories that resonate with both advisors and their clients. His expertise spans a wide array of areas, including asset allocation, alternative investments, mutual funds, and retirement planning, making him a valuable resource for advisors seeking to navigate the complexities of wealth management.
At Hartford Funds, Jonathan is actively involved in key projects that focus on developing innovative strategies for asset management and investment solutions tailored to meet the evolving needs of clients. He is particularly passionate about educating advisors on the importance of diversification and the strategic use of alternative investments to optimize portfolios. By fostering a collaborative environment, Jonathan helps advisors implement best practices that not only enhance their investment strategies but also improve client engagement and satisfaction.
Jonathan’s forward-thinking approach is complemented by his commitment to staying abreast of industry trends and regulatory changes, ensuring that the advisors he supports are well-equipped to make informed decisions. As he continues to focus on the future, Jonathan remains a trusted partner for advisors looking to elevate their practices and achieve sustainable growth in a competitive landscape. His dedication to providing actionable insights and fostering meaningful relationships underscores his role as a leader in the financial advisory community.
Advisor Consultant at Hartford Funds in May 2023 to Present
SVP - Senior Business Consultant at John Hancock Investments in January 2003 to October 2022
Vice President at Deutsche Asset in September 1994 to January 2003
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Northern Illinois University, Bachelor of Science - BS, July 1988 to July 1992
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Asset Allocation
Investments
Alternative Investments
Mutual Funds
Asset Management
Retirement Planning
Wealth Management
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Discover more about Hartford FundsWhat is Jonathan Orman email address?
Email Jonathan Orman at [email protected] and [email protected]. This email is the most updated Jonathan Orman's email found in 2026.
What is Jonathan Orman phone number?
Jonathan Orman phone number is 6128753693.
How to contact Jonathan Orman?
To contact Jonathan Orman send an email to [email protected] or [email protected]. If you want to call Jonathan Orman try calling on 6128753693. (updated on August 27, 2024)
What company does Jonathan Orman work for?
Jonathan Orman works for Hartford Funds
What is Jonathan Orman's role at Hartford Funds?
Jonathan Orman is Advisor Consultant
What industry does Jonathan Orman work in?
Jonathan Orman works in the Investment Management industry.
Jonathan Orman Email Addresses
Jonathan Orman Phone Numbers
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