Jonathon Thomas Jordan
CFP®Professional Summary
Jonathon Thomas Jordan, CFP®, who also goes by Jonathon Jordan, is a registered financial advisor currently at STONE PILLARS WEALTH MANAGEMENT located in Franklin, Tennessee. Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jonathon has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Risk Management & Insurance
- Estate & Legacy Planning
- Retirement Planning
- Financial Planning
Specializations
Biography
Jonathon was raised in Virginia and now lives in Waunakee with his wife Ellen and their four children, Nathan, Kaitlin, Jachin, and Brooklyn. A graduate of James Madison University with a Biotechnology degree, he has called Wisconsin home for 18 years. He has been a financial advisor since 2008 and holds the Certified Financial Planner™ and Certified Exit Planning Advisor designations. Jonathon is passionate about supporting charities and the Madison community. In his spare time,...
Other Aliases
Jonathon Jordan
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
STONE PILLARS WEALTH MANAGEMENT | STONE PILLARS WEALTH MANAGEMENT, LLC
Contact Information
Main Address
202 Fifth Avenue South, Franklin, TN 37064Phone Number
(608) 213-3210# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
157AUM (Assets Under Management)
$60,550,073Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(3/19/2026)
(7/9/2024)
(6/14/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathon Thomas Jordan's CRS (Customer Relationship Summary).
Services Offered by Jonathon
- Investment Management
- Risk Management & Insurance
- Estate & Legacy Planning
- Retirement Planning
- Financial Planning
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