Jonathan Mathews is a CFP-designated registered investment advisor at Nautical Financial Planning, based in Gambrills, MD, with 4 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more.
Compensation
Firm Size
IM Fee
Location
Gambrills, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan works with Block Advisors, providing personal and business tax preparation and planning services as a tax advisor since 2017. This takes about a quarter of Jonathan's time.
Employment History
Current Registrations
Nautical Financial Planning
Previous Registrations
Edward Jones
State Registrations1 state
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