Jonathan Marcus

CFP^®, AIF^®

Wealth Advisor, Executive Director

Jonathan Marcus is a Senior Wealth Advisor at Hightower Signature Wealth (formerly known as Lexington Wealth Management), where he brings a thoughtful, multidisciplinary approach to guiding clients through complex financial decisions. Jonathan joined the team in 2021 after serving as the owner and president of Marcus Financial Advisors, a branch of Raymond James Financial Services, since 2014. In that role, he oversaw the strategic direction of the practice and collaborated on portfolio modeling and financial planning, helping ensure a comprehensive and client‑centered investment experience.

Jonathan is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary®. He is dedicated to educating clients about the history and philosophy of money, believing that an informed perspective empowers individuals and families to make sound, long‑term financial decisions.

A graduate of Brown University with honors, Jonathan earned degrees in Medieval Cultures and Biology. He later completed a Master’s degree with distinction in Medieval English Literatures at the University of York’s Centre for Medieval Studies in the United Kingdom. His academic background contributes to his ability to synthesize analytical rigor with big‑picture thinking.

Jonathan is deeply engaged in his community. He serves as a Trustee of the New England College of Optometry and is a former board member of the North Shore Jewish Federation, Temple Ahavat Achim in Gloucester, and the North Shore United Way.

Jon lives in North Andover with his two sons and their dog, Izzy.