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portrait of Jonathan Winston
FINANCIAL ADVISOR

Jonathan Winston

CFP®
12972 Harbor Dr, Lake Ridge, VA 22192opens in a new window
Accepting New Clients
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About Jonathan

While the majority of advisors and Northern VA professionals have one-to-two hour round trip daily commutes to work, I have strategically chosen to both live and work in the same community – allowing me to spend more time with my clients and also with my family. Family is very important to me and growing up in a large family of twelve children helped me appreciate the value of stretching a dollar. I am now raising a young family of three boys and one girl with my wife, Kelin.

My practice is honored to have Irene Grice, Senior Branch Office Administrator,...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Charitable Giving
  • Military Professionals & Veterans

Work History

  • Edward JonesJuly 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Pensacola Christian CollegeBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Pickleball
  • Scuba Diving
  • Real Estate

Team Members

  • Irene Grice
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(571) 398-6520

Fax

(833) 280-0714

Office Address

12972 Harbor Dr
Lake Ridge, VA 22192opens in a new window

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