Jonathon Jordan (CEPA, CFP®)

Jonathon Jordan focuses in the
following client markets or areas of practice:

Business Owners

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Special Needs Planning

Planning Specialties

Since becoming a financial advisor nearly 15 years ago, Jonathon has spent a considerable amount of time working with clients who are in the entrepreneurial space, helping them to build a strong financial plan that incorporates the complexities of owning a business. Because of the United States’ aging demographic of small business owners – and the fact he has clients thinking about business succession – Jonathon elected to pursue and earn the Certified Exit Planning Advisor (CEPA) designation to further bolster his knowledge and add additional value for his clients. Between his background collaborating with business owners and the CEPA designation, Jonathon is well-equipped to help bring clarity to business owners’ financial situations.

Additionally, Jonathon specializes in special needs planning, which is something he has done for his own family. Jonathon’s son, Jachin, has Sturge-Weber Syndrome, a galvanizing factor in pushing Jonathon to pursue a career in financial advising to help plan for his own family’s financial future. So not only does Jonathon have the financial planning expertise to help families navigate special needs planning, but he has lived the experience himself, and intimately understands the myriad challenges involved in creating such a plan.

Additional Information

Jonathon was raised in Virginia and now lives in Waunakee with his wife Ellen and their four children, Nathan, Kaitlin, Jachin, and Brooklyn. A graduate of James Madison University with a Biotechnology degree, he has called Wisconsin home for 18 years. He has been a financial advisor since 2008 and holds the Certified Financial Planner™ and Certified Exit Planning Advisor designations. Jonathon is passionate about supporting charities and the Madison community. In his spare time, he enjoys being outdoors, golfing, and traveling. Together with his wife, Jonathon started the JAKE Foundation to support research and advocacy for Sturge-Weber Syndrome.