Jonathan Elsberry

Senior Wealth Advisor
San Diego, CA

Education & Accreditation

  • Bachelor of Science, Managerial Studies with an emphasis in business, Rice University

Jonathan Elsberry is a Senior Wealth Advisor with AlphaCore Wealth Advisory and brings over 19 years of experience in wealth Management. Prior to joining AlphaCore, Jonathan served as the President and Senior Portfolio Manager at Private Asset Management where he worked since 1999. He worked directly with high net worth individuals and families to build customized portfolios to meet their current needs and future goals.  He also helped individuals and families with wealth planning which included financial plans and Trust/Tax services.  

Jonathan was also on the Board of Directors for the Foundation For The Children of the Californias.  The Foundation is a tri-national collaboration with Canada, the United States, and Mexico, endeavoring to improve the health and nutrition for the children of the mega-region of San Diego and Baja California through the Hospital Infantil de las Californias.

Jonathan’s hobbies include golf and tennis.  While attending Rice University on an athletic scholarship, he played as high as #1 singles and doubles for the team. He currently lives in La Jolla and when not at work or on the golf course he enjoys spending time with his family.

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