Jonathan Smith Rushton

Current Employers

Employment History

• 07/2022 → 12/2022
  Portola Partners
  Menlo Park, CA
• 06/2022 → 07/2022
  Unemployed
  Claremont, CA
• 08/2021 → 05/2022
  Pomona-Pitzer Athletic Department
  Claremont, CA
• 06/2021 → 04/2022
  Pomona College
  Claremont, CA
• 08/2020 → 05/2021
  Pomona College
  Claremont, CA
• 05/2020 → 08/2020
  Cadence Design Systems
  San Jose, CA
• 08/2019 → 05/2020
  Pomona College
  Claremont, CA
• 01/2019 → 03/2020
  Pomona College
  Claremont, CA
• 07/2019 → 08/2019
  Amwins Group
  Atlanta, GA
• 06/2019 → 06/2019
  Unemployed
  Atlanta, GA
• 08/2018 → 05/2019
  Pomona College
  Claremont, CA
• 08/2012 → 08/2018
  Pace Academy
  Atlanta, GA
• 01/2023 → 12/2024
  Corient
  Menlo Park, CA
• 03/2025 → Present
  Brio Financial Group
  San Francisco, CA
• 01/2025 → 03/2025
  Volo Kids Foundation
  San Francisco, CA

Previous Registrations

• 2023-01-20 → 2024-12-31
  Corient
  Miami, FL
  Menlo Park, CA
• 2022-10-21 → 2023-03-31
  Portola Partners
  Menlo Park, CA

Other Businesses

Volo Kids Foundation; not investment related; 1700 Montgomery St. San Francisco, CA 94111; Foundation supporting free sports for kids; Coach; January 14, 2025 start date; 12 hours/month, no hours during trading hours; coach 3-8 years old a variety of sports for free.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-21