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Jonathan Laundra, Financial Advisor

FINANCIAL ADVISOR
Jonathan R Laundra

CFP®, AAMS™
5916 Eastman Avenue Suite C, Midland, MI 48640opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Corporate Executives
  • Employee Stock Options
  • Charitable Giving
  • Estate & Legacy Strategies

About Jonathan

I love what I do every single day. I get to help good people and good friends. My passion is helping people and building close relationships.

I focus on understanding my client's needs, wants and wishes, creating customized financial solutions, and walking with my clients every step of the way through their financial lives. I communicate proactively with my clients to keep them informed and help them be as efficient and effective with their wealth as possible.

In 2006, I started my career as a financial advisor. I have a master's degree in finance, with a specialization in personal financial planning from...

Work History

  • Edward JonesMarch 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Walsh CollegeMasters

Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Running
  • Football

Team Members

  • Lori Burdo
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(989) 839-5755

Fax

(888) 339-0890

Office Address

5916 Eastman Avenue Suite C
Midland, MI 48640opens in a new window

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