Jonathan brings more than 25 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. He has served on Morgan Keegan's Retail Advisory Council and as a consultant to the Niche Marketing Group. 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 23 years, Martha, and their four children Charles, Jon Alex, Mimi and Matilda Ann.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James does not provide tax or accounting services.