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Jonathan L. Caldwell

Jonathan L. Caldwell

Sales Manager

Jonathan joined Synergy Wealth Solutions in 2021 as a Sales Manager. Jonathan has 17 years of experience in the Financial Services Industry, most recently as Agency Manager of the St. Louis Northwest Agency of COUNTRY Financial. 

Jonathan received his degree in Marketing from the University of Mississippi in Oxford, MS. He also holds the Life, Property, Casualty, Health, Series 6, 63, and 26 licenses.

Jonathan and his wife Katie live in Lake St. Louis, MO with their 2 children, Brayden and Collins.  In his free time, Jonathan enjoys golf, fishing, hunting, and spending time with his family at the lake. 

CRN202409-848560.