Jonathan Johnson
Financial Advisor
Edward Jones
Jonathan Johnson’s path to financial advising was forged by real life upheaval. Raised in an upper middle class family, he spent his early years preparing to lead his grandfather’s business. The financial crisis in 2008 upended that plan as his stepfather’s long running home building company collapsed and his grandfather’s firm faltered. By two thousand fourteen, Jonathan was closing the family company while supporting employees, all as a husband and father of two young children.
That turning point led him to Edward Jones, where he immersed himself in learning about money so he could help individuals and families organize, grow, protect, and transfer their wealth. He is committed to an exceptional client experience that starts with what matters most to each person and family. His guiding principle is simple. Life can change in an instant, so every recommendation is made to help keep and protect the client lifestyle as the client defines it.
At our meeting tomorrow, Jonathan will share timely insights on trending topics in the financial world, common home insurance pitfalls that can surprise even careful households, and myths about Alzheimer’s disease that can quietly derail a family financial strategy. Expect practical takeaways you can use right away.