Broker Check
Jonathan Ward CFP®

Jonathan Ward CFP®

Advisory Consultant

850-545-7789

jon.ward@convergentfp.com

Jon brings over a decade of experience in financial planning, specializing in providing clients with clear, personalized guidance to help them navigate complex financial decisions. As a Certified Financial Planner™, Jon is passionate about empowering clients to understand the benefits and costs of various financial strategies, enabling them to make informed decisions and confidently pursue their goals.

Since joining Convergent Financial Partners, Jon has embraced a dual role, offering strategic financial advice alongside Adam Kazinec while continuing to serve as the CFO of his family’s business, which operates in North Florida and South Georgia. His multifaceted career reflects his dedication to delivering value in both personal and professional capacities.

Outside of work, Jon cherishes time with his wife and two children. An avid competitor and fitness enthusiast, he enjoys snowboarding, wakeboarding, running, weightlifting, boxing, and basketball. Jon also channels his creative energy into playing guitar and aims to read 12 books a year to fuel his passion for lifelong learning.

6625 Pisgah Church Rd, Tallahassee, FL 32309