Jonathan Waters, CERTIFIED FINANCIAL PLANNER™ Practitioner, ChFC®, RICP®

Jonathan Waters began his career as a financial advisor in 2007. Jonathan’s goal is to help families and business owners achieve financial freedom by establishing and accomplishing their goals, and to become a lifetime resource for each and every client.

Jonathan graduated from the University of Maryland, College Park, in 2006, with a BA in Economics and a Citation in Statistics. Jonathan holds Series 7 and 66 securities registrations. Jonathan is a CERTIFIED FINANCIAL PLANNER^TM practitioner, as well as earned a Chartered Financial Consultant (ChFC®) and a Retirement Income Certified Professional (RICP®) designation. He is a member of Ed Slott’s Elite IRA Advisor Group^SM.

Jonathan lives in Woodsboro, MD with his wife, Katie and their children, Phoebe and Parker. Jonathan is a sports enthusiast and loves to watch the Baltimore Orioles. 

All Financial Services Representatives must pass comprehensive exams to obtain a license to sell products in your state. 

Jonathan is licensed to sell insurance products in the following jurisdictions: AL, AZ, CO, DC, DE, FL, GA, HI, IA, IN, LA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WV

Jonathan is licensed to sell securities in the following jurisdictions: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, MD, MI, MN, MO, MS, MT, NC, NJ, NY, OH, PA, SC, SD, TX, UT, VA, VT, WA, WI, WV

Financial Services Representatives cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where they are not licensed to conduct insurance and/or securities business.