Jonathan serves as a trusted advisor to executives, attorneys, doctors, professionals and entrepreneurs of all kinds. His clients find him to be a straightforward, consultative planner with an ability to bring balance to the analytic and emotional aspects of their finances.
He has been named one of “The Best Financial Planners in Dallas”1 by D Magazine and a Five Star Wealth Manager2 by Texas Monthly. Jonathan has also been ranked a Top Wealth Manager3 by the National Association of Board Certified Advisory Practices (NABCAP).
Jonathan is an active member of CFM’s management team. Prior to CFM, Jonathan worked with Southwest Securities as a financial advisor and assistant branch manager of their Private Client Group office in Preston Center.
Jonathan serves as president of the DFW Financial Planning Association, following several years on the board, and will be chairman in 2015. He additionally serves on the Dallas Estate Planning Council’s Board of Governors and the Dallas Regional Chamber of Commerce’s Economic Policy Committee.
Jonathan studied at Southern Methodist University to complete the Financial Planning Certification Program, and earned a BS in Business Administration from Louisiana Tech University.
In the community, Jonathan’s interests include the Low Birth Weight Development Center, North Texas Food Bank, Wounded Warrior Project and the American Red Cross. He and his wife, Autumn, have two young children.
1Voted upon by certified members of the DFW Chapter of the Financial Planning Association (based upon service quality, AUM and regulatory records) and published in D Magazine. Awarded in 2012 and 2013.
2 Award based on advisor being credentialed as an investment advisory representative (IAR), a FINRA registered representative, a CPA or licensed attorney, actively employed in the financial services industry for five years, favorable regulatory and compliant history review, fulfillment of firm review based on internal firm standards, and accepting new clients. This award is bestowed by an independent third party organization not affiliated with Raymond James. Awarded in 2013 and 2014.
3 Selections based on distinguishing characteristics of an advisory practice including team dynamics, professional experience, credentials/designations, planning, investment and risk philosophies, and customer service model. Ranked in 2012 and 2013.