Since joining Edward Jones in April 2015, my goal as a financial advisor has been to find out what is most important to you and your family. One of the first things you should know about me is that I am dependable and have a high degree of integrity and respect for my clients.
I am originally from Morgan Hill, CA, and graduated from California State University Sacramento in Sacramento, CA, with a bachelor's degree in business administration. Before coming to Edward Jones, I worked for our family business that spanned over 50 years and three generations. My wife, Shelly, and I live in Omaha with our three children: Bennett, Evan and Paige.
Envisioning retirement is your job. Helping you get there is ours. At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it is convenient for our clients because we recognize the challenging needs of their businesses and their lives.
Please do not hesitate to call on us with any questions or concerns you may have.
You can also connect with me on LinkedIn or follow me on Facebook.
- Entrepreneurs & Business Owners
- Employee Stock Options
- Business Retirement Plans
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address7615 Pacific Street
Omaha, NE 68114 opens in a new window
Phone NumberJonathan S Johnson at (402) 393-1002
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More