Jonathon Jordan
CFP®, CEPA
Walkner Condon Financial Advisors
Financial Advisor
Jonathon Jordan
CFP®, CEPA
Walkner Condon Financial Advisors
Financial Advisor
I’m very passionate about the Make-A-Wish Foundation, and my son, Jake, was a Wish child. We were able to start up our own 501(c)(3) non-profit, the Jake Foundation. We help to support the American Family Children’s Hospital, as well as Make-A-Wish. But I love to see the kids and the stories of the kids that have had their wishes granted through that organization. - Jonathon Jordan, CFP®, CEPA
Fee-Only financial planner located in Madison, WI, serving clients locally and across the country
Jonathon Jordan is a Madison, WI fee-only financial advisor serving clients locally and across the country. Walkner Condon Financial Advisors provides comprehensive financial planning to help high net worth individuals, business owners, ex-pats, and special needs individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jonathon Jordan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jonathon Jordan was raised in Virginia and now lives in Waunakee with his wife, Ellen, and their four children, Nathan, Kaitlin, Jachin and Brooklyn. A graduate of James Madison University with a Biotechnology degree, he has worked in education as an Advanced Math and Physics teacher. He also spent five years in the pharmaceutical industry as a diabetes specialist for Takeda Pharmaceuticals.
Jonathon has called Wisconsin home for 18 years. He began his career at Edward Jones and has also worked for Merrill Lynch. He has been a financial advisor since 2008 and holds the Certified Financial Planner™ (CFP®) designation. In the summer of 2021, Jonathon also earned the Certified Exit Planning Advisor designation, which gives him additional expertise when it comes to helping business owners incorporate a business succession plan into their financial plan.
Jonathon is passionate about supporting charities and the Madison community. In his spare time, he enjoys being outdoors, golf and supporting his children’s sporting events. Jonathon also loves to attend live music and is an avid guitar player.
Jonathon Jordan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Rooted in Madison's Monroe Street neighborhood, Walkner Condon Financial Advisors serve as financial guides for our clients, helping them look to their financial future with confidence and clarity. We have advisors who help clients in the Madison & Greater Dane County area, as well as a team of advisors who work with U.S. expats all over the globe. Our philosophy is built on transparency and the management of investment risk. We are a fee-only firm, meaning that we do not accept commissions from either investment or insurance companies. We are also fiduciaries for all of our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Special Needs Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Business Exit Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- High Net Worth Individuals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jonathon Jordan is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jonathon Jordan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jonathon Jordan is a Certified Exit Planning Advisor® (CEPA®)The Certified Exit Planning Advisor® (CEPA®) designation is obtained by financial professionals upon completion of a five-day in-person credentialing program. Advisors who earn this credential are specially trained to help business owners create an exit plan for selling their company for maximum benefit. The CEPA Program integrates exit strategy into business, personal, and financial goals of the business owner. Using this holistic approach, Certified Exit Planning Advisors® guide business owners to decide when’s the best time to sell their business and how to minimize taxes from the sale.
Contact Jonathon Jordan
Office Locations:
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3418 Monroe St
Madison, WI 53711
