“If you can’t explain it simply, you don’t understand it well enough.” ~ Albert Einstein
Jonathan is a partner with Coastline Wealth Group and Financial Advisor with Raymond James. Jonathan believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals. Jonathan endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio. He is primarily responsible for the Investment Management services Coastline Wealth group offers.
Prior to helping found Coastline, he worked with a national brokerage firm, and before that in institutional asset management. He received his undergraduate and graduate degrees in finance from Louisiana State University in Baton Rouge.
Originally from Shreveport, Louisiana he is an active member of the Morgan City community. When not immediately engaged with work and clients, he enjoys hunting and fishing. His wife Morgan is his partner in Coastline Wealth Group, and they have one son Jack.