Jonathan Krueger co-founded LionsGate Advisors to serve clients who want more than generic financial planning—they want clarity, conviction, and a trusted guide who helps align wealth with purpose. Since 2000, he’s worked alongside families, business owners, physicians, and institutions to design high-impact strategies that preserve legacy, reduce taxes, and create margin for what matters most.

Jonathan holds his Series 7, 63, and 65 licenses, as well as Life & Health licenses in multiple states. He completed the CIMA® (Certified Investment Management Analyst) executive program through the Wharton School of Business and holds the Certified Exit Planning Advisor® (CEPA®) designation. He specializes in integrating advanced insurance, investment, and estate planning strategies with a values-based, long-term perspective.

Clients value Jonathan’s direct style, strategic insight, and ability to uncover missed opportunities—whether that’s through exit planning, liquidity events, or family office structuring. He blends practical financial leadership with a relational approach rooted in Biblical stewardship.

Jonathan was an active member of C12 from 2017 to 2024, helping Christian business leaders align their enterprise with eternal impact through Business as a Ministry (BaaM). He’s guided by a strong sense of servant leadership, goal orientation, and what he calls the “Warrior Spirit”—doing the hard things, for the right reasons, with the right people.

Originally from Texas and a longtime Colorado resident, Jonathan and his wife Andrea moved back to Colorado from Saint Louis in 2024 with their four kids. Outside of work, you’ll find him outdoors, on a golf course, or making meaningful memories with his family.

Check the background of this investment professional on FINRA’s BrokerCheck.