After graduating from Midlands Technical College with his Associates degree in Marketing, Jonathan obtained his Insurance license and his FINRA Series 65 license, entitling him as an Investment Advisor Representative and Fiduciary. Jonathan enjoys helping clients achieve financial freedom through tax-efficient retirement strategies lifetime income planning. Away from work, he owns a real estate investment company with his father and enjoys spending time on Lake Murray. His hobbies include traveling & duck hunting.
Email Address: Jonathan@limehousefinancial.com
Phone: (803) 359-2569
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Phone (803) 359-2569
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.