Primary Job Title President, CEO & Co–Founder Primary Organization 
SMA Hub
Location Portland, Oregon, United States Regions West Coast, Western US Gender Male
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Prior to founding SMA Hub, Mr. Walker developed the wholesale distribution model, for Secondary Market Annuities, at Somerset Wealth Strategies. During his five years at Somerset, he became one of the most seasoned and experienced participants in the arcane corner of financial products we know as Secondary Market Annuities. Jonathan brings
extensive knowledge of more traditional products and markets courtesy of over 10 years working as a Senior Investment Manager and Financial Advisor at Phillips & Company Securities, Inc. He also has a broad and in-depth understanding of Fixed, Indexed, Variable, and Immediate Annuities.
