Johnathon is a native of Burlington, NC and received his Bachelor’s degree from East Carolina University in 2004. He then began his career in financial services and spent several years with large, global financial firms working in various markets around the United States. Johnathon’s role was to consult some of the industry’s top advisors and their clients addressing issues like retirement income, tax-efficient investing, and estate planning.
After returning to Burlington, Johnathon joined Fisher Wealth Management in 2010. He is Series 7, 66, and 24 registered with LPL Financial and holds insurance licenses in Life, Health, Long Term Care, and Medicare Supplements lines of insurance. Johnathon is also a CERTIFIED FINANCIAL PLANNER™ practitioner. He puts his experience and education to use daily helping clients and prospects build a stronger relationship with Fisher Wealth Management as they work together toward enjoying a brighter financial future.
2012 and 2013 Barron's America's Top 1000 Financial Advisors and 2014, 2015, and 2016 America's Top 1,200 Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work