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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
1018 Grandiflora Dr. Ste. E
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, watching taekwondo and weekend family bike rides. He proudly serves on the Novant Health Coastal Region Board overseeing Novant facilities in New Hanover, Brunswick and Pender counties. Jon is also an active member of the Leland Area Rotary Club and the Leland business community at large. 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).

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.
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
1018 Grandiflora Dr. Ste. E
Leland, NC 28451
Signature Wealth Strategies in Leland, NC is a wealth management practice serving families like yours with financial planning and investment solutions.

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Media + Mentions

Our Quarterly Senior Success Series continues to bring neighbors together for meaningful conversations around planning, protection,...

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What a special day! In September, we officially cut the ribbon at our new Signature Wealth...

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