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Jonathan S

Series 65

Colorado Springs, CO

Fire Wealth Management, LLC

Jonathan Shedd is a financial advisor at Fire Wealth Management, LLC in Colorado Springs, CO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Cherry Hills Community Church and the Barnabas Foundation. Fire Wealth Management LLC is a fee-only advisory firm serving individuals, medical professional families, small pension and profit-sharing plans, and business entities. The firm employs a passive, buy-and-hold investment strategy using mutual funds and ETFs, combined with comprehensive financial planning and 401(k) liaison services for small practices.

General retirement planning Retirement income strategy Cash flow / budgeting Tax strategies for small businesses General estate planning guidance Doctor or Medical Professional
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