Jonathan Palmer,
MBA, CFP®, CEPA, AIF®
First Vice President, Wealth Management
Financial Advisor
Jonathan serves high-net-worth and ultra-high-net-worth business owners and professionals.
He approaches each client’s situation with care and compassion, applying the analytical skills he gained from his MBA training and corporate experience.
He strives to address all essential areas of wealth management, from retirement planning to risk management, and even specialized areas such as the hedging and monetization of concentrated stock positions.
He works closely with his clients to explain and implement strategies to address various challenges in the areas of business transactions, estate planning, taxes, insurance, credit and income planning. He closely follows current market and economic developments and proactively makes the appropriate adjustments to his planning and investment strategies.
His clients value his compassion and empathy, as well as his ability to convey complex matters in a manner that makes them understandable and actionable.
“My calling in life is to help people live their best possible lives. For many, the key to actualization is knowing they have a financial life plan that takes into account everything that is important to them,” Jonathan says.
He holds several key professional credentials that help him serve the specific and complex needs of his clients. As a Certified Financial Planner™ professional, he has attained the prestigious CFP® certification, a recognized standard of excellence in personal financial planning.
He is also a Certified Exit Planning Advisor who works closely with owners of privately held companies to have value-added conversations around growth and exit. The CEPA program is the most widely accepted and endorsed professional exit planning program in the world.
As an Accredited Investment Fiduciary®, Jonathan has extensive knowledge in key areas such as company retirement plan distributions, plan design and implementation, plan establishment and operation, and fiduciary issues.
Jonathan has worked in the financial services industry since 2002. He and Alex Moore moved the financial practice to Raymond James in 2018.
“Raymond James stands out in the field of financial firms for its commitment to clients, its rock-solid moral compass and its culture of compassion and giving back,” Jonathan says.
Previously, Jonathan worked at Wells Fargo Advisors, where he was a first vice president of wealth management. Earlier in his career, he facilitated credit solutions for individuals and families while employed by American Pacific Mortgage and PHH Mortgage. He holds an MBA from Santa Clara University’s Leavey School of Business and a Bachelor of Arts in economics from the University of California, Santa Cruz.
Jonathan is originally from Los Angeles and the San Francisco Bay Area and now lives on Bainbridge Island in Washington. He has been happily married for 25-plus years and has two adult children.
Jonathan is a scuba diver and aquarist who also enjoys photography, backpacking and travel. He also has lifelong involvement in the Boy Scouts of America organization.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
