Jonathan Donaldson, Cfp®, Aif® Email and Phone Number
Jonathan joined IFG LLC in 2015 and currently specializes in portfolio analysis and insurance policy review. This allows him to work with clients to build individualized financial plans. He graduated with a Bachelor of Science in Economics from E.J. Ourso College of Business at Louisiana State University. In addition to the Series 7 and 66 securities registrations, Jonathan is a CERTIFIED FINANCIAL PLANNER™ Professional and has attained the Accredited Investment Fiduciary® Designation, which demonstrates an understanding of the Prudent Practices® and methodology.Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other entity.
Jonathan Donaldson, Cfp®, Aif® Education Details
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Economics
Frequently Asked Questions about Jonathan Donaldson, Cfp®, Aif®
What company does Jonathan Donaldson, Cfp®, Aif® work for?
Jonathan Donaldson, Cfp®, Aif® works for Ifg Llc
What is Jonathan Donaldson, Cfp®, Aif®'s role at the current company?
Jonathan Donaldson, Cfp®, Aif®'s current role is Wealth Management Advisor at IFG LLC.
What schools did Jonathan Donaldson, Cfp®, Aif® attend?
Jonathan Donaldson, Cfp®, Aif® attended Louisiana State University.
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