Jonathan Powell, CFP®
CERTIFIED FINANCIAL PLANNER® professional
Jonathan Powell is a CERTIFIED FINANCIAL PLANNER™ professional that helps TX educators retire with dignity. Since January 2011, Jonathan has been a financial advisor with Equitable and has consistently served families build wealth, understand their finances, and organize their life plans.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ professional
Licenses
- Series 7
- Series 66
- Series 24
- General Lines Life & Health
Education
- BS in Marketing, Miami University
- BA in Spanish, Miami University
- CFP®, Rice University
Areas of Focus
- Retirement Planning
- Texas TRS
- 403B/457 Plans
- Cashflow Planning