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Jonathan J
Series 65
Bellingham, WA
Compound Planning, Inc.
Jonathan Jonson is a financial advisor at Compound Planning, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Bear Mountain Capital Inc. and Pricewaterhouse Coopers LLP. Outside of his advisory role, he provides contract accounting and bookkeeping services through Jonson Accounting Services LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes fiduciary responsibility and combines long-term investment strategies with tactical tools such as direct indexing and tax-loss harvesting.
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