Jonathan P. Krueger
CEO & Investment Advisor Representative
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
ACCELERATE YOUR RETIREMENT
Schedule Your Complimentary Review
Investment Advisory Services offered through Lion Street Advisors, LLC., a Registered Investment Advisor. LionsGate Advisors does not provide legal or tax advice.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact LionsGate Advisors at (314) 222-2788 or email info@LionsGateAdvisors.com.
Securities offered through Larson Financial Securities, LLC, member FINRA/SIPC/MSRB. Advisory Services offered through Larson Wealth Partners, LLC, a Registered Investment Advisory firm. Larson Financial Securities and Larson Wealth Partners are affiliated. Larson Wealth Partners is doing business as Counsel Wealth Management.