Skip to content

Client Resources

  • About Us
    • About Us
    • Our Approach
    • FAQ
    • Contact Us
  • Resources
    • Free Resources
    • Books
  • Content
  • Webinars
Menu
  • About Us
    • About Us
    • Our Approach
    • FAQ
    • Contact Us
  • Resources
    • Free Resources
    • Books
  • Content
  • Webinars
Schedule a Free Call
$0.00 0 Cart

TEAM

Jonathan Walker

CFP®, RICP®

Jonathan Walker, CFP®, RICP® has been in the financial services industry since 1996. He began his career with SunTrust Bank, eventually finding his calling in the brokerage department. His focus changed from investments to financial planning and he began working with First Tennessee Bank as a Planning Associate, while seeking to earn the CFP® designation. Frustrated with the limited options he was able to provide his clients while working for a bank, he decided to go independent with Paul Winkler, Inc. in 2006.

Jonathan holds a BBA in Finance from Middle Tennessee State University. While at MTSU, Jonathan was active in various groups on campus, and served as President of Financial Management Association. In 2003, Jonathan began his studies with The American College to earn the Certified Financial Planner™ designation. He completed his studies with Florida State University earning the CFP® designation. In 2016, Jonathan started his studies through The American College to earn the Retirement Certified Income Professional® designation. He completed those studies in 2017, earning the RICP®.

Passionate about financial planning, Jonathan’s focus is to help clients achieve peace concerning their financial well-being. Paul Winkler, Inc. uses Jonathan’s skill set as a planner to help clients accomplish their planning goals and objectives.

Jonathan grew up locally in Smyrna, and still has family there. He and his wife, Amy, have been married since 2006 and have two kids, Annabelle and Logan.

For more information about what we do, schedule a 15-minute chat with an advisor.

Schedule a Free Call

PWI

About

Contact Us

All Locations

Terms & Conditions

MEDIA

Blog

Videos

Audio

CLIENT SERVICE

Client Resources

Become a Client

Connect

Facebook-f Twitter Youtube
Schedule a Free Call
PHONE : 615-851-1950 (main office)
Fax : 615-851-4597
Email : contact@paulwinkler.com
Main Office : 3050 Business park Circle Suite 503 | Goodlettsville, tn 37072
See our other locations
Copyright 2009-2018 Paul Winkler, Inc. All Right Reserved
The contact of this website is protected by application copyright laws. No permissionis granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.