Jonathan served 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 Chairman of the DFW Financial Planning Association, following several years on the board in various capacities. He has served on the Dallas Estate Planning Council’s Board of Governors and is involved with 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’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.
1 Voted 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 2014, 2013 and 2012.
2 Award based on advisor being: 1) credentialed as an investment advisory representative (IAR) or a registered investment Advisor (in 2013, this criteria was “credentialed as an investment advisory representative, a FINRA-registered representative, a CPA or a licensed attorney”); 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) educational and professional designations. Awarded in 2015, 2014, 2013 and 2012.
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 2013 and 2012.