Jonathan Murdock
Jonathan Murdock, CFP®, CPWA® Vice President, WWS Financial Advisor, RJFS

Jonathan is a Certified Financial Planner™ known for creating long-term, meaningful relationships with a select group of clients and providing them with personalized financial planning advice using the industry’s most comprehensive resources. His client base includes mid-level executives, medical professionals, and newly affluent individuals, all of whom have ambitious and ever-changing goals. He’s discovered that as clients’ financial goals change, their plans must adapt, reinforcing his belief in the importance of a strong client/advisor relationship for lasting success.

Collaborating with his wife and fellow financial advisor, Morgan, Jonathan ensures a comprehensive approach to financial planning that aligns seamlessly with their clients’ needs and aspirations. Whether working one-one-one or together with Morgan, his investment process takes into account the client’s investing experience, expectations for returns, and tolerance for risk. Jonathan has discovered he cares most about educating his clients and helping them understand their plan. He strongly believes that simplicity is the ultimate sophistication, and if you can’t explain something simply, then you don’t understand it enough.

Community Involvement and Support

  • Kiwanis Club of East St Mary

Education and Certifications

  • Louisiana State University, BS and MS - Finance
  • Certified Financial Planner (CFP®)
  • Certified Private Wealth Advisor (CPWA®)
  • Series 7, 9, 10 and 66 Securities Licenses
  • Texas and Louisiana Life and Health Insurance Licenses

Professional Experience and Recognition

  • Coastline Wealth Group
  • Edward Jones
  • Capital One
  • LSU Foundation

¹Raymond James is not affiliated with the above organizations and/or charitable causes

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/ Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.