Jonathan Mullins, Cfp® Email & Phone Number

6 Sheridan Square Ste 200 Kingsport, Tennessee

6 Sheridan Square Ste 200 Kingsport, Tn

One of the many benefits of being a Wealth Advisor with GAAM Wealth Advisors is my connection with Carson Wealth Management, LLC as Investment Advisor Representative. Carson Wealth provides clients with a comprehensive suite of investment management and wealth planning strategies since 1983. Carson Wealth was established based on the premise of inspiring our clients to pursue True Wealth. Carson Wealth Management Group, consistently ranked among the nation’s top advisors by Barron’s magazine. October 2014 Carson Wealth Management was inducted into Barron’s inaugural Hall of Fame, one of two independent firms to receive this honor.Barron's Top Advisors awards are based on volume of assets overseen by the advisors and their teams, revenues generated for the firms, regulatory record, quality of practice and philanthropic work, 2009-2014. Barron's Hall of Fame award based on advisors who made the Top Advisor lists for ten straight years.Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.

Six Sheridan Square, Suite 200, Kingsport Tn 37660

Jonathan is a graduate of The University of Virginia’s College at Wise located in Wise, Virginia and began a career in the financial services industry after transitioning from the banking sector. After several years of working with clients focusing on investment and insurance planning, Jonathan began working for PNC Bank and covered the whole Southeast region of Kentucky. While there, he guided clients through the financial planning process and partnered with other professionals to aid in investments, tax strategies, and estate planning needs. What Jonathan learned during that time was how much fun it was to interact with clients and learn about their specific needs and wishes as well as getting to know them on a personal level.The person Jonathan looks up to the most in this world is his mother, Sheila. She worked tireless hours to help Jonathan have the best opportunities in life. “I am in this business today because of her efforts” says Jonathan. She worked two and sometimes three jobs at a time and contributed to a small investment account to help save for him to go to college. Jonathan was fortunate enough to earn academic and athletic scholarships, and with the help of the small investment account, he graduated debt free. While studying political science and business in college, Jonathan earned All-American honors in football and was heavily involved in campus leadership through the Student Government Association and his fraternity (Pi Kappa Phi: Epsilon Epsilon Chapter).Jonathan currently lives on a horse farm in Southwest Virginia with his wife, Jennifer, and their dog Charlie. He likes to travel, enjoys shooting and hunting, loves to barbecue and cook with friends and family.

Virginia

While at PNC Investments, I worked with banking and outside clients to plan and meet their financial goals. I focused on listening to their needs and building plans that would match their risk tolerance and investment objective. We used a variety of products and services to customize individual strategies to meet investment needs, tax considerations, and estate planning goals.