Broker Check
Jonathan Dewitt

Jonathan Dewitt

Registered Representative - Financial Advisor - Atlanta, GA

Jonathan Dewitt focuses his practice on helping individuals and business owners define and strive for financial success. Jonathan specializes in working with business owners in business continuation, succession planning, key employee retention, retirement planning, tax strategies and investment management. His philosophy about money is not driven by the conventional wisdom of financial planning but is driven by challenges faced by the business owner, real estate investor, and entrepreneur. He analyzes his client’s financial life to help them maximize income and growth, optimize protection, and provides them with tax-efficient strategies. Every client has their own unique circumstances and Jonathan enjoys leveraging his knowledge to craft customized plans that help drive financial success. Jonathan understands comprehensive planning is more than just math and numbers. It is his conviction that understanding and addressing a client’s deeply held values, priorities, and feelings toward finance, are key to their financial success.

Originally from Monroeville, Alabama, the most important thing in Jonathan’s life is family. He and his wife, Sara, were married in 2010, and live in Avondale Estates with their twin daughters Audrey and Eva, and loving rescued boxer dogs, Duke, and Dakota. He is currently learning to play the guitar and enjoys traveling, live music and attending festivals with his family. Whether they are hiking, biking, or taking nature walks, they like to explore the outdoors every chance they get.

  • University of Alabama
  • Series 7 and Series 66

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Ashford Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.