Jonathan Tue, CFP®

EverSource Wealth Advisor

As a CERTIFIED FINANCIAL PLANNER™, Jonathan is passionate about helping clients reach their financial goals. After his own early adulthood experiences with debt and unwise financial decisions, Jonathan has been able to help many others avoid pitfalls and make smart financial decisions. He walks alongside each client to create a customized blueprint for their financial journey, and his vision is always to guide them to become the best stewards of their wealth.

Holistic financial planning is at the heart of Jonathan’s mission for his clients. With a focus on a thorough and detailed approach, he specializes in Social Security planning, Roth conversion strategies, life insurance needs analysis, and investment management.

Jonathan has worked with a diverse client base of individuals, families, and small business owners since 2019 in maximizing their financial potential. Prior to joining EverSource, Jonathan ran the Wealth Management department for a growing community bank in Florida. Before this, he launched his career in retail banking with JPMorgan Chase in New York. Jonathan now calls East Tennessee home, where he continues to grow his financial planning practice.

Jonathan is a disciple of Christ, married to his high school sweetheart, and father to five amazing children. Along with discipling his children, he is imparting to them his zeal for playing the drums. His family loves hosting church groups, and as mini-homesteaders, the setting includes chickens, fruit trees, and a vegetable garden. They’re hoping to soon add some goats to the mix!

PROFESSIONAL DESIGNATIONS & AFFILIATIONS

CERTIFIED FINANCIAL PLANNER™ (CFP®)