Jonathan is a Associate Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional. In this role, Jonathan works alongside the firm’s financial advisors to assist in the financial planning process in order to cultivate impactful client relationships and experiences.
Jonathan attended and graduated from Jacksonville State University, where he studied business finance. During this time, he built his first foundation in the financial planning profession by completing an internship with a financial advisor at another firm. Before joining Longview, Jonathan worked in the banking industry, where he learned the significance of building client relationships.
Out of the office, Jonathan enjoys spending most of his time with his wife, Alex. Together they enjoy traveling, attending professional sporting events, trying new foods, and being involved with their church. In his free time, Jonathan enjoys playing golf, working out, and umpiring youth league baseball games.