Jonathan Davidson
Financial Advisor
About me
I am happily married to my wife, Emily, a physician at the Medical College of Wisconsin. I am also a father to my two rambunctious (yet adorable) boys, Ben and Finn. We live a joy-filled life in Whitefish Bay, Wisconsin. Some of our favorite things to do include spending time at our lake house in the Northwoods, going to see live theatre, and playing board games! My wife and I are living our dream and are excited to watch our boys grow.
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible, leading with my values of kindness, empathy, and sincerity.
My Background
I was a teacher for fifteen years. For the last nine of those, I was a theatre teacher who specialized in teaching empathy and listening skills. I look at financial planning as utilizing those skills while staying in the education space just with a different subject and different students.
I am also a professional magician and have performed at the World-Famous Magic Castle.
My eclectic interests have allowed me to connect with people from all walks of life. As a result, I get excited to meet new people and learn how I can provide value to them and their families.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
