Jonathan Castle (CFP®, ChFC®, MSFS)

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

  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

OUR Job is to make YOUR Job... OPTIONAL! 

 Our specific areas of expertise lies in the real of life's Financial Transitions:

  • Retirement
  • Inheritance and Wealth Transferrence
  • Business Sales and Liquidity Events
  • Divorce, Spouse Death, and other Transitions

Our clear and compelling process helps us understand where you are now, where you want to go, and what are the gaps that need to be addressed.  With our professional team of specialists, we design a total wealth management plan to help you achieve the things that are most important to you.

Our focus is total wealth management - mitigating taxes, protecting and growing wealth, taking care of the heirs, ensuring that our clients' assets are not unjustly taken away, and, to the degree that they are charitably inclined - maximizing any gifts and charitable activities they may desire to undertake.  



Additional Information

Mr. Castle graduated from the United States Military Academy at West Point and served as an Armored Cavalry officer in the U.S. Army until he entered the financial services industry in 1995. He is a CERTIFIED FINANCIAL PLANNER™ professional and has completed the Master of Science in Financial Services degree.

Jon enjoys using straightforward communication skills to distill complex concepts into easily understood ideas. This approach allows clients to feel more successful, because they focus on what’s really important in their lives.

Jon was the author of the Community Column “WealthGuards” for the Florida Times-Union, the co-host of the popular call-in financial talk radio show, “Financial Feud,” and teaches comprehensive retirement planning courses held at University of North Florida. He has also been a frequent guest lecturer on wealth preservation topics at the Florida Coastal School of Law and on business aspects of the financial industry at large at the University of North Florida.

Jon is a member of NAPFA and the Financial Planning Association (FPA). He grew up in Virginia, is married, and has two children, Jared and Maria. In his free time, Jon enjoys activities with his children, weightlifting, staying fit, reading, and is an avid (but not particularly skilled) golfer.

NAPFA Start Date

July 28, 2011


This Office

10245 Centurion Pkwy N Ste 106 Jacksonville, FL 32256-0569 Phone: (904) 861-0093