JONATHAN P. KRUEGER, CEPA
CEO & Investment Advisor Representative – LionsGate Advisors
Jonathan Krueger co-founded LionsGate Advisors with a vision of creating a truly exceptional experience for his clients. Since 2000, Jonathan has invested in the personal finance industry and has held several executive management positions throughout his career. As a fiduciary, Jonathan maintains his Series 65 Uniform Investment Advisor license and uses his intricate knowledge of insurance and investment solutions to provide LionsGate Advisors’ clients with advanced wealth preservation and legacy continuance strategies. He also maintains his Life & Health licenses in various states.
Jonathan takes pride in guiding his clients to make informed decisions, avoid costly mistakes, lower their taxes, increase estate size and find money falling through the cracks. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care.
In addition to private wealth management, Jonathan holds his Certified Exit Planning Advisor (CEPA) designation to evaluate value acceleration and succession planning for business owners and C-level executive teams. As a business owner, Jonathan understands the importance of combining the concept, effort, and process of succession planning for business owners into a clear, simple strategy. He collaborates to build a business that is highly valuable and transferable through strong human, structural, customer, and social capital.
Raised in Texas and a long-time resident of Colorado, Jonathan and his wife Andrea moved to St. Louis in 2014. Outside of the office, Jonathan can be found spending time with family or enjoying the great outdoors playing a round of golf.
Call Jonathan at 314-222-2788