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portrait of Jonathan Wickersheim
FINANCIAL ADVISOR

Jonathan Wickersheim

AAMS™
100 Bluegrass Commons Blvd, Ste 2170, Hendersonville, TN 37075opens in a new window
Accepting New Clients
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About Jonathan

What makes a good financial strategy, or the best investment? Is it the one with the highest return potential or the lowest risk, or is it something more?

Money and the strategies that surround it are simply tools to accomplish what is important to you. If you know what you want to build, protect or achieve, I can help you find the tools and methods to help accomplish it. There is no such thing as a one size fits all. My focus is to help develop tailor-made solutions for your most important goals.

We have built our business by treating...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Portfolio Reviews
  • Intergenerational Planning
  • Values and Faith Based Investing

Work History

  • Edward JonesMay 2016 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Florida CollegeBachelor of Science

Personal Interests

  • Spending Time with Family
  • Woodworking
  • Photography
  • Hiking
  • Auto Racing

Team Members

  • Jo Kay
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(615) 822-1067

Fax

(888) 772-8359

Office Address

100 Bluegrass Commons Blvd
Ste 2170
Hendersonville, TN 37075opens in a new window

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