Get to know Jonathan Marshall
Wealth Advisor and President - CLTC, CRPC®
Jonathan founded Divinity Group, now DG Advisors, because he wanted to break the mold. DG Advisors offers insurance for every need, such as life, health, long-term care and disability. Jonathan also offers investment advisory services which includes aspects of financial planning through AE Wealth Management (AEWM), LLC.
Jonathan believes financial planning is all about fitting a plan to the individual, never the other way around. That’s why he built a team of professionals from several backgrounds, who work together to provide complete and customized plans for the people they serve.
With more than 20 years as an Investment Adviser Representative, Jonathan knows working on a financial plan is a lot like working on your golf game – you can buy great clubs, but you’ll never succeed without a great swing. When he works with clients, Jonathan first offers education, breaking down even the most complex concepts so they can fully understand their finances. Only after they’ve covered the fundamentals does he fit the client for their “clubs” — the individual pieces of their plan that are tailored to their needs.
Jonathan loves helping business owners develop strategies that allow them to enter retirement as smoothly as possible. Jonathan’s passion for financial education extends beyond his clients. He is an advocate for training and succession planning in financial services, helping experienced advisors with exit plans and helping new advisors find success in the industry. He also volunteers as a Junior Achievement teacher, helping students — and sometimes, their parents — achieve a higher level of financial literacy.
Jonathan earned his bachelor’s degree in business administration from Thomas More College and his master’s degree in management from The American College. Additionally, he has earned the designation of Chartered Retirement Planning Counselor (CRPC®) and Certified in Long-Term Care (CLTC).
As an active participant in his local and professional communities, Jonathan is a member of Leadership Kentucky and Leadership Northern Kentucky, a member of the Million Dollar Round Table* (1996-present), and GAMA International and Business Networking International, through both membership and as a content provider for their publications.
Even though Jonathan considers his profession so fun it often doesn’t feel like work, he ensures he protects his valuable time with his true passions: his wife and their children. They have a love for all things Disney and enjoy vacationing at the beach and Disney World frequently. As a former Marine, Jonathan also likes physical and mental challenges such as the Tough Mudder, plus enjoys competing in Run Disney marathons and races alongside his wife and kids.
*To qualify for the Million Dollar Round Table, members must meet a certain level of premium, commission or income during the year. For details please visit ttp://bit.ly/2eFx0ex.
Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are 3 levels of membership which include standard membership, Court of the Table and Top of the Table. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Jonathan Marshal or DG Advisors is stated or implied.
Insurance products are offered through the insurance business Divinity Financial Services Group. Divinity Financial Services Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Divinity Financial Services Group are not subject to Investment Advisor requirements.