Jonathan brings more than 28 years of experience in the financial industry to his role as Financial Advisor. Jonathan concentrates on consulting with managed assets, mutual funds, annuities, as well as all aspects of estate planning and helping clients with retirement plans. His book of business includes professionals, small business owners and more than 500 Procter & Gamble retirees. He has also been named to the Forbes “Best-in-State Wealth Advisors” list for 2021 and 2022. Jonathan holds Series 7, 63 and 65 securities licenses. Prior to joining Morgan Keegan, now Raymond James, he worked for Norwest Financial.A Dyersburg, TN native, Jonathan graduated from Lambuth University with a BBA in Accounting. While at Lambuth, he was a member of the football team and President of Kappa Sigma. After graduate studies at The University of Memphis, Jonathan earned an MBA in Finance.
Jonathan is a member of Fellowship Bible Church and is a former board member of the Fellowship of Christian Athletes. He was also a former board member of the West Tennessee Area Council of the Boys Scouts, former President of the University School of Jackson Booster Club, and is currently serving as a member of the University School of Jackson Endowment and Investment Committee. Jonathan’s top priority is his family which includes his wife of 26 years, Martha, and their four children Charles, Jon Alex, Mimi and Matilda Ann.
Raymond James is not affiliated with the above independent organizations and/or charitable causes.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James does not provide tax or accounting services.