Jonathan Obera is a Financial Advisor with Proxy Advisory Group, an independent wealth management firm, where he focuses on comprehensive financial planning with a strong emphasis on retirement plans and 401(k) consulting for individuals, business owners, and organizations.
Jonathan brings a unique and highly effective perspective to financial advisory work, shaped by a successful career spanning the music industry, national marketing, and financial services. Prior to joining Proxy Advisory Group in 2025, he worked at Merrill Lynch as a Financial Advisor and later at Morgan Stanley as a Wealth Management Associate. Throughout his financial career, Jonathan has held Series 7 and Series 66 registrations, insurance licenses, and has earned the Certified Plan Fiduciary Advisor (CPFA) and Certified 401(k) Professional (CKP) designations. His practice is centered on helping plan sponsors and participants navigate retirement planning with clarity, fiduciary awareness, and long-term confidence.
Before entering financial services, Jonathan spent more than two decades in the music, entertainment, and marketing industries, including national campaigns for major entertainment, media, and lifestyle brands. He headed up the radio promotion department at Epitaph Records, helping bring artist to national awareness. He launched his own radio promotion company, marketing to hundreds of radio stations national wide and Canada, supporting Gold and Platinum musical artists. His experience includes launching U.S. operations for Blue Room, an international Electronica British record label, directing nationwide radio and media promotions, managing multi-channel marketing campaigns and daily operations of label.
Jonathan holds a Bachelor of Electronic Communication Arts in Broadcast Communications with emphasis in Radio and Television Writing from San Francisco State University. Outside of work, his interests include: playing drums, graphic design, art, cycling, snow boarding, cooking, and is a Bully Breed advocate.