Jonathan Gillam

Jonathan Gillam

Financial Planning Associate
Seattle, WA

Jonathan Gillam is a financial planning associate for the Private Wealth division of Blue Trust and serves his clients out of the office in Seattle, Washington.

In his role, Jonathan supports client relationships through meeting coordination, tax planning assistance, and investment management tasks, such as re-balancing, trading, and account reviews. He thoughtfully integrates biblical principles into financial recommendations, ensuring each report and presentation reflects technical precision and the firm’s core values.

Before joining the company, Jonathan spent more than three years as a business analyst at Fast Water Heater Company, where he provided strategic insights to leadership and worked cross-functionally to deliver value across departments, shareholders, and employees.

Jonathan earned his BBA with concentrations in finance and management from The Master’s University. While attending college, he spent a semester in Jerusalem, Israel, where he focused on studying the economic and social realities in the greater Middle East today and its global impact.

Active in his community, Jonathan attends Redemption Hill Bible Church, where he has served as a deacon, taught evangelism classes, and currently teaches fourth and fifth graders. Since 2020, he has also served in the high school ministry. His passion for service has taken him abroad to Tijuana, Mexico, to build shelters with Caravan Ministries and to Pogradec, Albania, where he taught English, the Gospel, and various sports to over 100 young adults and children.

Jonathan lives in Seattle and is engaged to his fiancée, Emma.

Testimonials

Slide Title

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

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