Jonathan began his career with The Farrell Group in 2019. He is a fully licensed financial professional, a CERTIFIED FINANCIAL PLANNERTM and holds a degree in Economics from Penn State University. Jonathan provides valuable support to help clients implement their financial strategies. His commitment to exceptional client service is demonstrated by his attention to detail and enthusiastic demeanor. In addition to home improvement projects, Jonathan enjoys spending time outdoors, whether it’s hitting the ski slopes in the cold months or taking frequent walks to the local ice cream shop in the summer with his son Sawyer.
The Farrell Group was recently recognized by Forbes/SHOOK Research as a 2026 Best-In-State Wealth Management Team. 2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.