Jonathan Prestridge

Jonathan Prestridge, CFP® is an Investment Advisor and Certified Financial Planner® practitioner. He began his career serving clients’ financial and tax planning needs, more than 20 years later he continues to support clients through his understanding of the tax code and the implementation of financial strategies intended to help improve client outcomes. 

In 2013, Jonathan earned the Certified Financial Planner™ designation which is recognized as the standard of excellence for competent and ethical personal financial planning. He is a graduate of Louisiana State University and earned his Bachelor of Science degree in Finance. His professional registrations include general securities, uniform investment adviser, and he is insurance licensed in several states.

Jonathan and his family reside in Denham Springs. He enjoys spending time with his family, and likes to fish, play basketball, throw frisbee and chase after his dogs, Leo and Archie.

As a Certified Financial Planner®, Jonathan works with his clients to help achieve their financial goals. He is able to help you evaluate one-time decisions such as whether to invest through a Roth or Traditional IRA, or how to best use your 401(k), etc. 

He is also able to help generate retirement income from investments and assist you in determining an approach to work toward your goals. He is committed to working with you along the way as life changes to monitor and adjust your strategies when appropriate.

It’s been said that if you don’t have a plan for yourself, you’ll be part of someone else’s. I look forward to helping you realize the financial future you want for you and your family. Together we’ll make a positive impact to your financial future by helping you understand and implement strategies that will work for you.

I look forward to meeting you soon.

  - Jonathan R. Prestridge, CFP®