Jonathan Brandt CFP®
Financial Advisor
About Jonathan
Jonathan began his career as a financial advisor because of his passion for helping people make smart financial decisions. He believes that a thoughtful and caring approach to financial planning and investing will provide clients with the security and confidence to enjoy life.
He earned a B.A. in Economics and Political Science from the University of Iowa and is a CERTIFIED FINANCIAL PLANNER™. He is past president of the Financial Planning Association of Mid-Oregon and a member of the Eugene Estate Planning Council. Jonathan attends numerous conferences and educational sessions each year to find new ways for clients to make the most of their investments.
Jonathan has a penchant for civic involvement. He has been past president of The Eugene Gleemen, Willamette Repertory Theatre, and vice president of the statewide Friends of Trees. He currently serves as the treasurer of the John G. Shedd Institute for the Arts. He values family time with wife Sara and adult children Sam and Ingrid as well as mini Aussie Archie and cat Romeo. He is also an avid basketball player, hiker, and he sings with The Eugene Gleemen.