Jonathan A Panzica

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 05/2022
  Savant Wealth Management
  Rockford, IL
• 05/2015 → 08/2018
  Fieldcrest Community Unit School District
  Minonk, IL
• 08/2016 → 12/2019
  Illinois State University
  Normal, IL
• 05/2019 → 08/2019
  Savant Wealth Management
  Rockford, IL
• 05/2022 → 06/2026
  Savant Wealth Management
  Rockford, IL
• 06/2026 → Present
  Savant Wealth Management
  Rockford, IL

Other Businesses

Zeke's Sports LP -- Online retail business for sports and trading cards, memorabilia, etc. with no physical storefront. The business address is 712 Johnson Street, Minonk, IL 61760. I am a limited partner that assists in financial and larger operational decisions. This position began in January 2021 with approximately 5 hours per month devoted to this activity. This is not an investment-related business.

Designations

• Certified Financial Planner