Jonathan Stanley Bio Image

Jonathan R. Stanley,

CEPA® President, Legacy Capital Group Financial Advisor

Jonathan brings passion and trustworthiness to his role as a financial advisor. As a younger advisor, he prides himself on his ability to establish long-lasting, multigenerational relationships. He strives to have a positive impact on his clients’ lives by helping them navigate the financial markets to pursue their short- and long-term goals.

Prior to joining Raymond James, Jonathan was a financial advisor with Edward Jones. A graduate of Coastal Carolina University, he holds a bachelor’s degree in business management with a specialization in professional golf management. He holds both Series 7 and 66 securities licenses.

In providing comprehensive advice to support his clients’ lives and goals, Jonathan knows the importance of strong relationships and open communication. This is why he chose to align with Raymond James, a leading financial services firm with a sophisticated slate of specialized resources, a long history of providing client-first financial planning guidance, and a commitment to preserving the trust of the advisor-client relationship. When Jonathan makes a recommendation, his client can be confident it was made in their best interest and not to meet a company dictate.

On a day-to-day basis, Jonathan handles clients’ portfolios while educating them on the financial markets and the economy. Whether his client is a business owner, a high-net-worth individual, or an investor preparing for or already enjoying retirement, Jonathan is able to leverage his knowledge and offer tailored advice.

Outside the office, Jonathan is an avid golfer and outdoorsman. He enjoys traveling and spending time with his family, and is actively involved with his local church. Originally from Conway, South Carolina, he still lives there today with his wife, Anna, and their son, Lane.