Jonathon A. Staats is an Investment Advisory Representative with Heritage Capital Group, LLC. He provides investment and wealth management advice, insurance needs analysis, retirement planning, education planning and fee based financial planning. Jonathon holds a series 7, 63 and 66 licenses. He is also a candidate to sit for the CERTIFIED FINANCIAL PLANNER™ designation.
Jonathon was a financial services representative and IAR with Metlife for over 10 years prior to becoming an independent advisor. In that role, he provided portfolio management, asset allocation, retirement planning, insurance planning and fee based financial planning to clients.
Jonathon earned a B.A. in Psychology in 2000 from Arizona State University. Jonathon also attended the University of Georgia where he received his certificate of completion of The Executive Program for Financial Planning Certification with Distinction in October of 2008. In his spare time, Jonathon and his wife Susan are active in the sports world of their two children, Olivia & Max, including swim, baseball, soccer, and gymnastics. Jonathon also enjoys coaching t-ball and has been a head coach in the Saint Francis Xavier Athletic Association for the past 4 years.