About Jonathan
Jonathan is a Partner at Rivertree Financial Planning.
Jonathan is a second-generation financial advisor and is originally from Jackson, Mississippi. 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 as a financial advisor in 2004.
With over 17 years experience, 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. 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). He maintains Series 6, Series 63 and 65 Securities registrations and Life and Health Insurance licenses.
Jonathan takes special interest in improving retirement programs for state employees and institutions. He also enjoys developing personalized income and investment plans for those preparing for retirement. When not at the office Jonathan enjoys a variety of outdoor pursuits in the mountains and on the water and traveling with his family.
Jonathan and his wife Mary Linley have three wonderful children, Motte, Charlie and Evelyn, and currently live in Jackson, MS. They are members at First Presbyterian Church in Jackson, MS.