At Clarity Wealth, what you see is just part of the story.
Behind our work with you is a network of dedicated professionals who help us run at our best.

On a recent trip to Tampa, we caught up with Jonathan Sheehan, Director of Business Consulting at JW Cole—our broker-dealer and registered investment advisor—to give you a peek behind the curtain.

A Partner Who Knows Our World

Jonathan has been with JW Cole for nearly four years, leading their business consulting team—the practice management arm that helps firms like ours operate efficiently and serve clients better.

Before joining JW Cole, Jonathan spent most of his career at Fidelity, where he sat on the same side of the table as we do today—advising clients. That firsthand experience gives him a unique perspective on the challenges and opportunities we face every day.

Why JW Cole Matters

We’ve shared before how JW Cole serves as our compliance and operational partner, making sure everything we do is in our clients’ best interest and by the book.

Jonathan describes JW Cole as a “small, family-feel” firm that truly puts culture and relationships first—something they don’t just say but live out daily. We see that in action in every interaction with their team.

A Little Fun Outside the Office

Outside of work, Jonathan enjoys cycling—recently completing his first 50-mile ride. His post-ride reward? A chocolate shake and a whole pizza. He’s also a fan of a great chicken parmesan, with the North End of Boston getting high marks on his recent trip.

Why We Share This
We want you to know that when you work with Clarity Wealth, you’re not just working with the advisors you meet in our office—you’re supported by an entire team of professionals like Jonathan, whose dedication ensures we can focus on delivering the best possible advice and service to you.