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Jonathan Petersen

MSFP, CFP®

P: 208-522-6400  —  Email Jonathan

 

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CERTIFIED FINANCIAL PLANNER™ Jonathan Petersen strives to follow evidence-based practices to help clients reach their goals. When working with new people, Jonathan identifies their objectives and values, then crafts a complementary personalized investment plan. He helps clients steer clear of risks that can jeopardize goals and encourages them to stick with their investment plan to capture long-term returns and reduce tax liability through retirement. Much of his time is spent in ongoing trading for Onyx Financial Advisors’ clients and working with business owners to design and implement an ideal retirement plan.

Jonathan earned his bachelor’s degree in accounting from BYU-Idaho and afterwards worked as a cost accountant for Spudnik Equipment. But based on a desire to develop a personal investment philosophy founded securely on academic research, Jonathan moved to Texas to pursue his master’s degree at Texas Tech University, one of the top Personal Financial Planning Programs in the nation. While there, he studied under and was mentored by financial-planning pioneer Harold Evensky. It was here that Jonathan learned a good amount of caution is wise when evaluating the validity of financial information and immersed himself in understanding financial best practices.

After earning his master’s degree in financial planning in 2015, Jonathan worked in Houston for a registered investment advisory firm. In 2016, he returned home to Idaho where he gained additional work experience as a financial advisor.

Jonathan joined Onyx in 2020 and was attracted to the company because his personal financial philosophy aligned perfectly with that of Onyx. Jonathan works closely with clients to achieve long-term success by developing a custom plan from the beginning and sticking to that plan through the ups and downs of the market. Face-to-face meetings are an essential part of his work, and regular phone calls keep clients informed on performance and opportunities.

Jonathan’s philosophy carries over into his work in investment portfolio design, and clients who work with Jonathan benefit from an advisor who pays close attention to detail and prioritizes open communication. Jonathan is a true people person; he enjoys making new friends and developing meaningful relationships with his clients.

Jonathan and his wife live in Blackfoot with their two sons. He spends his spare time hiking, hunting, playing sports, and following BYU football and volleyball.

 

 

 

Credentials

Education

Bringham Young University - Idaho:

  • Bachelor of Science in Accounting

Texas Tech University :

  • Masters of Personal Financial Planning

Licensure & Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Series 66 license

Professional Organizations

  • CFP® Board