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Cfp® Jonathan Harrison
Partner & Wealth Advisor at Sound Stewardship, LLC
Professional Background
Jonathan Harrison, a CFPu00AE and seasoned wealth advisor, is dedicated to assisting generous individuals and families in creating a positive impact through effective financial management. With a robust career that encompasses invaluable experience in corporate America, philanthropy, and nonprofit organizations, Jonathan has crafted a unique niche where financial planning intersects with altruism. As a Partner and Wealth Advisor at Sound Stewardship, LLC, he utilizes the firm’s seven guiding principles to facilitate comprehensive financial planning and wealth management. These principles advocate for living within one's means, avoiding debt, building emergency reserves, having long-term plans, diversifying investments, thinking beyond oneself, and giving generously.
His commitment to providing unbiased, fee-only financial advice distinguishes him from others in the industry. Jonathan believes that the best financial strategies align seamlessly with clients’ personal goals and values rather than being influenced by external commissions or incentives. His methodology empowers clients to make well-informed decisions that enhance their financial well-being and community impact.
Education and Achievements
Jonathan’s educational background reflects his passion for both finance and theology, forming a solid foundation for his career in financial advisory services. He studied Financial Planning at the University of Missouri-Kansas City, further enhancing his skill set to provide tailored financial solutions. Additionally, he earned both a Master of Arts (MA) in Biblical Studies and a Bachelor of Arts (BA) in Biblical Studies from Maranatha Baptist University, graduating Magna Cum Laude. This academic prowess enriches his approach to philanthropy and charitable giving, underscoring the importance of aligning financial principles with moral and ethical values.
In addition to his role at Sound Stewardship, Jonathan has held significant positions in various organizations. He served as a Board Member and Treasurer at the Impact Investing Foundation, where he contributed to initiatives aimed at fostering social betterment through capital investments. Previous to this, he was the Vice President of Giver Services at the National Christian Foundation - Heartland, where he facilitated effective charitable giving strategies for a community of donors. His diverse professional experiences highlight his expertise in areas such as investment planning, impact investing, philanthropic endeavors, business transitions, and intergenerational wealth transfers.
Achievements
Jonathan's journey reflects a desire to foster financial well-being while encouraging charitable contributions and community engagement. His proven track record of guiding clients through complex financial landscapes is elevated by his strong ethical foundation derived from his theological studies. As a thought leader in the areas of impact investing and charitable giving, he focuses on empowering clients to leverage their financial resources for the greater good.
Outside his professional pursuits, Jonathan enjoys an active lifestyle filled with reading, running, and fostering community connections in his vibrant urban neighborhood. His enthusiasm for personal growth and interaction with others reinforces his belief in the importance of giving back and living generously. By actively participating in local activities and continuing to educate himself and others, Jonathan embodies the very principles he advocates in his financial practice.
