portrait of Jonathan D Graham

About Jonathan

As an Edward Jones financial advisor, I am committed to applying my knowledge and experience to help clients work together toward their financial and life goals and dreams. I help clients develop tailored investment strategies, which address their financial concerns and wealth preservation objectives. I aim to be a beacon of light in uncertain times – helping individuals, business owners and professionals navigate their way through the many issues affecting them.

What motivates me on a daily basis is my desire to work with and foster long-term relationships with many individuals, families and businesses. I have the ability to connect with...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Divorce Finances
  • Business Retirement Plans
  • Intergenerational Planning

Work History

  • Edward JonesAugust 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • DePaul UniversityMasters
  • Boston UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Traveling
  • Music
  • History and Museums

Team Members

  • Tracy Hughes
    Sr. Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:30PM
Tue 09:00AM - 06:30PM
Wed 09:00AM - 06:30PM
Thu 09:00AM - 06:30PM
Fri 09:00AM - 06:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More