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Bellingham, WA
Jonny Jonson
Senior VP & Wealth Advisor
Jonny is a seasoned wealth advisor, bringing over 12 years of wealth management and accounting experience to Compound Planning. He specializes in serving high-net worth families, tech employees, executives, and busy professionals. Jonny serves as the primary point of contact for his clients to provide personalized wealth planning advice and solutions to address their complex needs. He advises clients on their overall balance sheet, including public and private investments, equity compensation, and stock concentration. Jonny received his B.A. in Business Administration - Accounting from Washington State University and then received his Mas...
Experience
Bear Mountain Capital
6 years
PwC
2 years
Jonson Accounting Services
4 years
Qualifications
Certified Public Accountant
CPA
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Washington State University
Business Administration, BA (Accounting major)
University of Washington
Masters of Professional Accounting, Taxation
Series 65
FINRA
Specialities
Investment management
Financial planning
Retirement planning
Tax planning
Equity compensation
Estate planning
Insurance planning
Executives
Professionals
Tech employees
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
RESOURCE PDF
An Equity Compensation Guide for Amazon Executives and Employees
Equity compensation typically includes stock options, RSUs, and other stock-based awards. We’ll focus this memo on RSUs because that’s how Amazon employees and executives are typically compensated.
RESOURCE MANUAL
Busy Working Professional
You are a modern-day multitasker, juggling deadlines, meetings, and responsibilities with finesse and determination. Your days are a whirlwind of emails, calls, and tasks that seem to multiply by the minute. As a busy working professional, you excel at wearing multiple hats and adapting to ever-changing priorities in the fast-paced corporate world. The last thing you want to worry about is managing your personal finances effectively. You understand the importance of securing your financial future and making the most of your hard-earned money, but finding the right guidance and resources can be overwhelming amidst your hectic professional life. We'll guide you through managing your personal finances so you can focus on excelling in your career with peace of mind about your financial well-being.
RESOURCE MANUAL
Navigating Life Transitions as a Busy Working Professional
As a working professional, you're no stranger to change. Whether it's starting a family, buying a new home, or reassessing your work-life balance, life transitions can have a profound impact on your financial and personal well-being. In this guide, we'll explore strategies for managing these changes with confidence and purpose, focusing on starting a family and preparing for your children's education.
Your personal family
office
