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Jonathan Bandy, Financial Advisor

FINANCIAL ADVISOR
Jonathan R Bandy

CEPA®, AAMS™
859 Perry Rd, Apex, NC 27502opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans

About Jonathan

The key to financial success is developing strategies now for future goals. I work extensively to meet the needs of individual investors and business owners by mapping out long-term strategies.

I have a diverse professional background that spans public relations and civil service, equipping me with skills in client/constituent service and problem-solving. As a communications director in government agencies and nonprofits, I've honed my abilities to deliver exceptional results.

But my commitment to making a difference extends beyond my professional life. I have always been actively involved in civic affairs, inspired by my grandfather's teachings about the value of hard work and...

Work History

  • Edward JonesAugust 2019 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Northeastern UnivMaster of Arts

Personal Interests

  • Volunteering
  • Traveling
  • Movies & Entertainment
  • History and Museums
  • Football

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(919) 362-5121

Fax

(800) 437-6185

Office Address

859 Perry Rd
Apex, NC 27502opens in a new window

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