Jonathan Harold Conrad
Wealth Management Advisor


Lakeshore Wealth

Professional

Jonathan joined Northwestern Mutual as a representative in 2011 and has grown his firm through hard work and dedication since. He quickly advanced into management as a College Unit Director and then Field Director. 

Jonathan and his team are passionate about not just helping and implementing plans but being in the center of their clients' financial lives. His team will work closely with your trusted network of professionals to help ensure your wealth accumulation, asset protection, and distribution plans are enacted to your expectations in a professional and efficient manner.

Awards & Recognition

  • Lives Leaders Summit (2015, 2019)
  • Top Company Honors
    • Lives, Top 50 in the Southern Region (2014-2019, 2021)
    • New Client Leader, Top 50 in the Southern Region (2012-2017, 2019)
  • Pathfinder Award (2018-2021): Northwestern Mutual's most prestigious award as it recognizes an advisor having an integrated financial planning practice 
  • Life Impact Award (2012-2021)
  • In 2014, Jonathan spoke on stage at Northwestern Mutual's Southern Regional Meeting in Atlanta, Georgia in front of 3,000 financial representatives.
  • In 2015, Jonathan was recognized on stage for being a leader in New Clients, enriching people's lives, in Northwestern Mutual's Southern Region.
  • In 2015, Jonathan was recognized as the Ken Sadler Award & Donald John Romero Award (DJR Award) recipient by the Managing Partner of Louisiana, Steven Dugal. The Ken Sadler and DJR Award recognize Jonathan for the substantial growth of his practice. He led the network in the growth of his business in areas of enriching lives and securing futures.
  • In 2016, Jonathan was the recipient of the Six Shooter Award by the Managing Partner, Steven Dugal. The Six Shooter Award recognizes Jonathan as the Financial Security Leader for representatives in their first 6 years.
  • NAIFA Quality Award (2014-2015)
Award photo
Professional photo
Award photo

 

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