Jonathan Winn believes all of his clients should have a plan for the future and he seeks to develop customized strategies and portfolios based on each client’s individual needs and objectives.
Offering a wide range of services and designing customized investment portfolios, he is passionate about helping clients work toward their financial goals and seeks to ensure they are comfortable with their investments.
Jonathan specializes in pre-retirement and retirement income planning, as many of his clients are approaching retirement or already retired. A common concern among these clients is determining how to manage their wealth and make it last through retirement. Jonathan seeks to address their needs by managing risk and implementing strategies that seek to preserve their wealth in a tax-efficient manner. Taking a conservative approach, he develops investment strategies and makes subtle, tactical changes as needed. The goal of this process is to help clients create a steady and consistent income stream.
As an independent financial advisor, Jonathan is backed by LPL Financial, one of the leading financial services companies and the largest broker/dealer in the nation.* With advanced planning resources, LPL Financial provides him with significant support for all management and planning services. The combination of a national firm’s strength with Jonathan’s experience and care is delivered to every client relationship.
Jonathan is based in Fort Lauderdale, Florida but serves clients across the nation, including, however not limited to, Georgia, North Carolina, New York, Massachusetts, and New Jersey. He holds insurance licenses and securities registrations 7 and 66 along with the CRPC® designation- Chartered Retirement Planning Counselor. Learn more about the services and products Jonathan offers.