About Jonathan
Jonathan is a Partner at Rivertree Financial Planning.
Jonathan, originally from Jackson, received a B.A. from The University of Mississippi in 2003, and was inspired by his father to begin a career as a financial advisor in 2004. Jonathan joined his partners in Rivertree in 2013 and has over 20 years of experience working with clients.
Jonathan is a Registered Representative with Valmark Securities, Inc. and independent, registered broker-dealer and member FINRA & SIPC. Jonathan is also an Investment Advisor Representative with Valmark Advisers, Inc., a Registered Investment Advisor. He maintains securities licenses 6, 63, 65, as well as Life, Accident and Health Insurance licenses.
He has been awarded the AIF® – Accredited Investment Fiduciary® Designation by the Center for Fiduciary Studies and serves as a Non-Public Dispute Resolution Arbitrator with the Financial Industry Regulatory Authority (FINRA).
Jonathan takes special interest in investment and income planning for retiree clients, in particular those planning to retire under age 59.5. He has also focused effort over the years on improving programs for state employees and retirement plan participants.
Outside the office, Jonathan enjoys being with his family in the mountains and on the water. Jonathan and his wife Mary Linley have three wonderful children and are members at First Presbyterian Church in Jackson, MS.