Jonathan Meaney, CFP®, AIF®

Vice President, Carter Financial Management

Professional

Jonathan is a straightforward, consultative planner with an ability to bring balance between the analytical and emotional aspects of his clients’ finances. He is a trusted advisor to executives, professionals, and entrepreneurs. Jonathan joined Carter Financial Management in 2006 and serves on the Management Team. Prior to joining CFM, he worked at Southwest Securities as a financial advisor and assistant branch manager for the private Client Group office in Dallas. 

Service

Jonathan served as President & Chairman of the DFW Financial Planning Association following several years on the board in various capacities. He served on the Dallas Estate Planning Council’s Board of Governors, the Dallas Regional Chamber of Commerce’s Economic Policy Committee and the Dallas Regional Chamber Small Business Advisory Council. In the local community, Jonathan served on the board of the Low Birth Weight Development Center and supports the North Texas Food Bank, the Wounded Warrior Project and the American Red Cross among various other interests.

Awards 

Jonathan has been named one of “The Best Financial Planners in Dallas”1 by D Magazine each year since 2012.

Education

Jonathan studied at Southern Methodist University to complete the Financial Planning Certification Program. He earned a Bachelor of Science in Business Administration from Louisiana Tech University.

Personal

Jonathan and his wife, Autumn, have two children. He enjoys spending time with family, cooking, outdoor activities and his kids’ sports events.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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 the D Magazine. Raymond James is not affiliated with any of the above-mentioned organizations.

Raymond James is not affiliated with the organizations listed.