Jonathan Johnson, Financial Advisor

FINANCIAL ADVISOR
Jonathan S Johnson

CPWA®, CEPA®, CRPC™
7615 Pacific Street, Omaha, NE 68114opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Charitable Giving

Certifications

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Skiing
  • Golfing
  • Reading

Team Members

  • Sarah Wright
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(402) 393-1002

Fax

(877) 207-3539

Office Address

7615 Pacific Street
Omaha, NE 68114opens in a new window

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