CPA & Associate Broker
Jonathan started his CPA career in 1983 and received his Master’s in Taxation from Golden Gate University in 1985.
Jonathan joined the CPA firm of Parke Guptill, specializing in automotive dealerships. Parke Guptill represented the most dealerships of any accounting firm in California, which provided Jonathan the opportunity to review and evaluate hundreds of acquisition opportunities with clients. During this time, Jonathan learned the criteria that dealers employed in evaluating a deal and deciding which deals to green light.
In 2016, Parke Guptill merged into Dixon Hughes Goodman (DHG), the largest national automotive representation, at which time Jonathan became the Partner of the California office.
Jonathan retired from DHG in 2020 to continue his passion with Buy-Sell work. Knowing many brokers, it became clear the best fit was Performance Brokerage Services (PBS). Putting the client’s interest first is paramount to both Jonathan and PBS.
Jonathan is a long-time supporter of OCADA and CNCDA (Orange County Auto Dealer Association and California New Car Dealer Association).
Jonathan married his wife, Weijia, in 1987 and has three children, all with professional careers in New York.