Jonathan Leonard, CFP® is an experienced Edward Jones financial advisor serving the Jacksonville area with advanced expertise in comprehensive financial planning and wealth management. His Certified Financial Planner (CFP®) designation represents the highest standard in financial planning education and ethics, demonstrating his commitment to providing professional guidance that serves his clients' best interests.

As a CFP® professional, Jonathan specializes in portfolio reviews that provide clients with detailed analyses of their investment holdings, risk exposure, and performance relative to their financial goals. These comprehensive reviews examine asset allocation, diversification, fee structures, and tax efficiency to ensure that client portfolios are optimized for their specific circumstances. Jonathan's analytical approach helps clients understand their investment strategy and make informed decisions about portfolio adjustments when needed.

Jonathan has particular expertise in estate and legacy strategies, helping clients develop comprehensive plans for wealth transfer that minimize taxes and ensure their financial legacy benefits future generations. His estate planning knowledge includes trust strategies, charitable giving techniques, business succession planning, and generation-skipping strategies. Jonathan works closely with clients' estate planning attorneys and tax professionals to coordinate strategies that achieve both estate planning and investment objectives.

His wealth management solutions are designed for clients with complex financial situations who require sophisticated strategies to achieve their goals. Jonathan helps high-net-worth individuals and families navigate challenges such as concentrated stock positions, stock option planning, tax-efficient investment strategies, and multi-generational wealth planning. His comprehensive approach addresses all aspects of wealth management, from investment selection to risk management to estate planning coordination.

Jonathan has specialized experience working with military professionals and veterans, understanding the unique benefits and financial planning opportunities available to those who have served in the armed forces. He helps military families optimize their Thrift Savings Plan (TSP) contributions, understand military pension benefits, and develop strategies for transitioning to civilian financial planning. His knowledge of military compensation and benefits allows him to provide guidance that maximizes the financial advantages available to military families.

His comprehensive financial planning services include retirement income planning, tax-efficient investment strategies, insurance needs analysis, and education funding strategies. Jonathan works with clients to develop written financial plans that address their specific goals and provide a roadmap for achieving financial success. His ongoing relationship approach ensures that plans are regularly reviewed and updated to reflect changing circumstances and goals throughout the Jacksonville area and surrounding communities.