Jonathan Meaney

CFP® Certificant

Wealth Manager
Carter Financial Manager
jmeaney@carterwealth.com

Jonathan serves as a trusted advisor to executives, professionals and entrepreneurs. 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 each year since 2013. Jonathan joined Carter Financial Management in 2006 and serves on CFM’s Management Team. Prior to joining CFM, Jonathan worked at Southwest Securities as a financial advisor and assistant branch manager of their Private Client Group office in Preston Center.

Jonathan served as President & Chairman of the DFW Financial Planning Association, following several years on the board in various capacities. He has also served on the Dallas Estate Planning Council’s Board of Governors and the Dallas Regional Chamber of Commerce’s Economic Policy Committee and Small Business Advisory Council.

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 served on the board of the Low Birth Weight Development Center and his current interests include the North Texas Food Bank, Wounded Warrior Project and the American Red Cross. He and his wife, Autumn, have two young children.

1 D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapters of the Financial Planning Association® and the Investment Management Consultants Association® to tell them about their practice. The final list is selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; a 95 percent client retention rate in the last two years; no current disciplinary action; and at least five years of experience. They must also be a fiduciary for their clients, and their compensation model cannot be commission-based. A panel of esteemed local wealth managers reviews the final list. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the list. Inclusion on the list is no guarantee as to future investment success. Raymond James is not affiliated with D Magazine. The inclusion of a financial advisor or practice on the list should not be construed as an endorsement of the financial advisory practice by D Magazine.

D Magazine Top Wealth Managers in Dallas
D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapters of the Financial Planning Association:registered: and the Investment Management Consultants Association:registered: to tell them about their practice. The Top Wealth Planners program relies upon self-nominations from wealth planning groups. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $50 million; average assets under management per client of at least $750,000; a 93 percent client retention rate over the last two years; no current disciplinary action; and at least five years of experience. They must also hold themselves out as a fiduciary for their clients. A panel of esteemed local wealth managers reviewed the final list. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the list. Inclusion on the list is no guarantee as to future investment success. The ranking may not be representative of any one client’s experience, is not an endorsement of the financial advisory practice by D Magazine and is not indicative of advisor’s future performance. Raymond James is not affiliated with D Magazine.

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.