Jonathan Jetter, CFP(R), LLC

About Us

Providing sound financial advice for individuals and small businesses through personal service.

Jonathan began his career as a financial advisor with a privately held firm in 2001 before transitioning to an independent advisor in 2008.  Jonathan earned a Bachelor's degree from Baylor University double majoring in Entrepreneurship and Financial Services & Planning. He continued his academic pursuits and satisfied the educational, examination, experience, and ethics requirements for CFP® Certification in 2006. Jonathan's area of expertise is personal and small business retirement planning.


Retirement Planning

College Planning

Wealth Protection

Tax Reduction Strategies

Portfolio Management




Mutual Funds


Contact Us

Jonathan Jetter, CFP(R), LLC

2005 Rickety Lane, Suite B Tyler, TX 75703

903-445-7650 cell

First National Bank 201 N. Wood St. Gilmer, TX 75644

(903) 843-4117 office