Values-based wealth management

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At Jera Financial Partners, we understand what matters most: the financial freedom to live life as you envision. We work with individuals, families and institutions to facilitate their dreams and goals. Our talented and empathetic group of professionals strives to go beyond financial analysis and problem-solving to get to the heart of the matter: the impact you hope to have on your family, your employees and your community.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Jonathan Bottema Profile Photo

    Jonathan Bottema, CFA, CFP

    Managing Director–Wealth Management

    Institutional Consultant, UBS Institutional Consulting Program

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
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    • NV
    • NY
    • OR
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    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Minnesota, BS, MBA
    • Institutional Consultant, UBS Institutional Consulting Program
    • Chartered Retirement Plans Specialist℠
    681 East Lake Street
    Wayzata, MN 55391
  • Erin Callahan Profile Photo

    Erin Callahan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • IA
    • IL
    • KY
    • MA
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    • MI
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    • OH
    • OR
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    • WY

      • University of Minnesota, BA
      • Chartered Retirement Plans Specialist℠
      • Retirement Plan Consultant
      681 East Lake Street
      Wayzata, MN 55391
    • Brian Cox Profile Photo

      Brian Cox

      Investment Associate

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      • AZ
      • CA
      • CO
      • FL
      • IA
      • IL
      • MA
      • MI
      • MN
      • MO
      • MT
      • NC
      • ND
      • NV
      • NY
      • OR
      • PA
      • SC
      • SD
      • TN
      • TX
      • VA
      • WA
      • WI
      • WY

      For detailed technical issues, Brian is our point man. He is very smart, and well versed in what our fund managers are doing as he monitors them daily. Our affluent clients have multiple complex financial issues in motion and Brian helps them understand all this complexity in a simple manner. He is a master bass fisherman, so he can help with that too.

            681 East Lake Street
            Wayzata, MN 55391
          • Karli Johnson Profile Photo

            Karli Johnson

            Client Associate

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            • AZ
            • CA
            • CO
            • FL
            • MN
            • ND
            • WA
            • WI

            Karli graduated from the University of St. Thomas with a Bachelor's degree in Business and a Minor in Psychology. She has worked in the financial industry since graduating in 2015. Her favorite part of working in this industry is building relationships with clients and helping them achieve their financial and personal goals. Outside of work, Karli enjoys spending time with friends and family, jogging, traveling, and volunteering at local animal shelters.

              • University of St. Thomas, Bachelor's degree in Business and a Minor in Psychology
                681 East Lake Street
                Wayzata, MN 55391
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                Nathalie Dhani

                Client Associate

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                        681 East Lake Street
                        Wayzata, MN 55391

                      A focus on personalized access and service

                      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                      Our emphasis on planning

                      Our personal service model

                      team

                      Understanding the needs of your business

                      building

                      Investment policy advice and assistance

                      pier

                      Support for your fiduciary responsibilities

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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