Jonathan has been with Tri-Star since 2009. Today he leads the firm's financial planning practice. His areas of expertise include managing leverage, cash flow, retirement planning, and charitable giving. He has an extensive fixed income background having starting his career analyzing mortgage backed securities, municipal bonds, and structured notes.
Jonathan earned a BA in Economics from Pepperdine University and a JD/MBA from Baylor University. Jonathan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tsa Wealth Management LLC | Houston, TX | Oct 2022 - Current | 1 |
| Calton & Associates, Inc. | Houston, TX | Jan 2015 - Jan 2023 | 8 |
| Tristar Advisors | Houston, TX | Sep 2009 - Jan 2023 | 13 |
| Tri-star Financial | Houston, TX | Sep 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- TX
-
Total Assets Under Management267MILLIONS
-
Total Number of Accounts636ACCOUNTS
-
Average Account Value$420,146
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, LA, NY, TX
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