Contact Us Today: (414) 369-6620

Our Team

John P. Jonas

Director of Operations

Contact Information


  • Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor.
  • Next Level Planning & Wealth Management team member since 2003

Next Level Specialty

• Liaison for Next Level Broker-Dealer operations
• Client operational and account maintenance issues
• Establishment and maintenance of accounts


• Resides in Eagle, Wisconsin
• Family: Wife Jodi & children Patrick and Eleanor


• Bachelor of Business Administration in Marketing at the University of Wisconsin, Milwaukee