Jonathan Scott
Jonathan Scott, Partner
Investment Advisor Representative, Co-Founder, Series 65 IAR licensed, Life/LTC Insurance Licensed State of TN
Phone:
615.661.9554
Fax:
615.661.9574
An Investment Advisor Representative, Jonathan Scott was born and raised in Middle Tennessee, where five generations of his family still live. He graduated from Middle Tennessee State University and got started in real estate and investing.
For 18 years, Jonathan ran his own real estate development business. After the financial downturn of 2008, Jonathan decided to leave the real estate and development industry. He joined forces with hometown friend Glenn Price, and in 2010 the two became partners of Keystone Financial Resources, a full-service financial firm. Jonathan has passed the Series 65 securities exam and hold life insurance and real estate licenses.
Jonathan and his wife, Brooke recently celebrated their 25th wedding anniversary, and their three children, Noah, Shelby and Luke keep them very busy. The family also takes an active role in their local church.
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Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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