Jonathan McRoberts

Master of Arts, Education, Stanford University
Bachelor of Arts, Psychology, Brown University, 
Wealth Management Certification, University of Pennsylvania

Jonathan retired in 2019 after nearly 30 years as a successful financial adviser in Hawaiʻi, first with Merrill Lynch and then with Morgan Stanley. In 2008, he was ranked the No. 1 retail financial advisor in Hawaiʻi by Hawaiʻi Business magazine.

After completing his undergraduate degree, Jonathan joined the Peace Corps and served in Nepal for two years, returning to the U.S. to pursue a graduate degree. From 1975-1979, he taught in the San Francisco Bay Area, Central America and Nepal. He moved to Oʻahu in 1979 and began his career in finance, relocating to Kauaʻi in 1996. Jonathan is a Life Member of the Lions Club and active with the North Shore branch, in addition to being a member of the Rotary Club of Hanalei Bay. Jonathan was also Vice President of “Growing our Own Teachers” from its inception until December 2017.

He is a founding member of Aloha Angels, and served as a director of the Trust for Public Lands. He is a Founders Circle member of the Kauaʻi North Shore Community Foundation and has served on its education committee for several years. With three adult children and eleven grandchildren, four of whom live on Kauaʻi and attend local public schools, Jonathan focuses his volunteer time and charitable contributions on improving the public educational options on the North Shore.