Jonathan Jaranson (CFP®)

Jonathan Jaranson focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Jonathan M. Jaranson has more than twenty years of experience structuring globally diversified investment portfolios. He develops custom investment strategies that balance broadly diversified equity and fixed income positions with the risk capacity, risk tolerance, and investment objectives of each individual PrairieView client. He has expertise with the systematic diversification of concentrated positions and with employee stock option valuation, and he is responsible for equity and fixed income trading.

Jonathan earned his undergraduate degree in Economics, with concentrations in Finance and Accounting, from St. Olaf College in Northfield, Minnesota. He accepted a position as an analyst with a private wealth management firm, eventually rising to become Chief Investment Officer. As CIO, he was responsible for designing and managing investment portfolios for clients with combined assets in excess of $850 million. He has also obtained his Certified Financial Planner designation.

Additional Information

PrairieView Partners, LLC is a locally owned, independent, fee-based, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities, across greater Minnesota, and in a number of states.

PrairieView Partners was established to fulfill a purpose that was not, in our view, being adequately met in the marketplace. Individuals with net worths between $1 million and $10 million, our target market, have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination.

Providing highly personalized, unbiased, advice that is truly integrated across multiple disciplines is at the core of PrairieView Partner’s business philosophy. The goal is to serve as the central point of communication for our clients – to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.

Hourly Planning: Not Offered

NAPFA Start Date

April 23, 2009

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This Office

2250 Town Square Tower 445 Minnesota Street Saint Paul, MN 55101-1648 Phone: (651) 233-1100 Fax: (651) 304-1555