Jonathan is a Partner at Rivertree Financial Planning. He is a second generation financial advisor and originally from Jackson. His passion for helping clients began years ago, continuing the ideals of honesty and integrity exemplified by his father. Jonathan not only takes pride in helping his clients make sound financial decisions but make progress in their lives.
Jonathan earned his Bachelors degree from The University of Mississippi and began his career in the financial industry in 2004. Since that time, Jonathan has worked as a Financial Advisor and Investment Advisor Representative while maintaining his own practice.
Jonathan is a Registered Representative with The Leaders Group, Inc. and independent, registered broker-dealer and member FINRA & SIPC. Jonathan is also an Investment Advisor Representative with Sowell Management Services, a Registered Investment Advisor and serves with local firm, Leinster Financial, in helping institutions implement and maintain premier benefits packages for their employees.
Jonathan has been awarded the AIF® – Accredited Investment Fiduciary® Designation by the Center for Fiduciary Studies and is a member of the Financial Planning Association of Mississippi (FPA). Jonathan also serves as a Non-Public Dispute Resolution Arbitrator with the Financial Industry Regulatory Authority (FINRA).
Jonathan and his wife Mary Linley have two wonderful sons and live in Jackson, MS. They are members of First Presbyterian Church.