> 
 > 
Jonathan Tait
Jonathan Tait

Jonathan Tait

CEPA, CFP®, CPFA®

Senior Wealth Advisor, RJFS

Specializes in:

business owner solutions
longterm care
portfolio management
financial planning
financial education

Get in touch with Jon.

Leland, NC
1022 Grandiflora Drive #110,
Leland, NC 28451

About Jonathan

After graduating from UNC-Chapel Hill in 1999, Jon began his career in finance when he joined his father's practice. In 2001, he transitioned to the Raymond James home office as a Research Liaison, where he climbed the ranks to become a Senior Research Associate. He and his wife returned to North Carolina in 2007, where they opened a Raymond James office in Leland. And in 2018, he joined the Signature Wealth team.

Jon's top priorities are his wife, Kristin, and their son, Turner. They enjoy outdoor activities such as beach outings, soccer games, and family walks. He proudly serves on the Executive Committee of the Novant Brunswick Hospital Board of Trustees. In his spare time, you might find him enjoying a game of poker or exploring scuba diving.

Did you know? Jon spent three weeks on an Outward Bound trip to Nepal. He hiked a glacier to reach Yala Peak (5,500 meters in elevation, located in the Langtang National Park, near the Tibetan border).

CEPA
CFP®
CPFA®
Series 7
Series 66
Securities Industry Essentials

About the Office

Wilmington, North Carolina, USA with Cape Fear Memorial Bridge at dawn.
Leland, NC
(910) 371-0366
1022 Grandiflora Drive #110,
Leland, NC 28451
Signature Wealth Strategies in Leland, NC is a wealth management practice serving families like yours with financial planning and investment solutions.

Send A Message

Send a message directly to our office to inquire about available services or to schedule a call with one of our advisors.

Media + Mentions

Our Leland team, Jon and Deb, hosted a school supply collection drive with donations for Lincoln...

Leland, NC – Signature Wealth Strategies has announced the addition of Financial Advisor Debra Pickett to...

Do you have a favorite business? Is there a guy, gal, or family of business owners...