Jonathan Murdock,
CFP®, CPWA®
Vice President, Woodforest Advisors
FINANCIAL ADVISOR, RJFSA
Jonathan Murdock brings both deep technical expertise and clear communication to complex financial planning challenges. He holds both undergraduate and master’s degrees in finance and is dual certified as a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PRIVATE WEALTH ADVISOR™. During his 15-year career in the financial sector, he has devoted 11 exclusively to personal financial planning for high-net-worth individuals and families.
Specializing in advanced financial planning for both individuals and their businesses, Jonathan helps clients navigate complex areas such as tax strategies, business retirement plans, and specialized lending solutions. His work has guided professionals through scenarios like managing restricted stock units (RSUs) for corporate executives and structuring practice buy-ins for physicians.
What sets Jonathan apart is his ability to translate sophisticated financial concepts into clear, actionable strategies for business owners, medical and legal professionals, and executives. He’s built his practice on the principle that simplicity is the ultimate sophistication. Because his planning process combines rigorous technical analysis with careful listening and practical problem-solving, clients understand what to do-and why it matters.
Outside the office, Jonathan enjoys spending time with his wife, Morgan, and their two children. He is a member of the Woodlands Chamber of Commerce and active in his local community while maintaining strong ties to his Louisiana roots as a devoted LSU Tigers fan.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/ Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital. Raymond James does not provide tax or legal advice. Please discuss these matters with the appropriate professional.