Jonathan Gerrard, CFP®

Financial Planner

Jonathan-Gerrard-e1643120851173
Hometown

Atlanta, GA

Colleges

Florida State University, Georgia State University, University of Georgia

Certifications

CFP®

Office Location

Buckhead (HQ)

Jonathan joined Homrich Berg in 2022 following several years at an Atlanta-based fee-only financial planning firm where he provided comprehensive wealth management services to individuals and families. He currently serves as a financial planner in the firm’s Family Office Group.

Jonathan earned a Bachelor of Science in Economics and Political Science from Florida State University and a Master of Science in Real Estate from Georgia State University, bringing 10 years of experience in commercial real estate research and asset management. He completed the University of Georgia’s Terry College of Business CFP® Certification Education Program and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2020.

A native of Atlanta, Jonathan and his wife Trudy reside in Decatur with their three children, Kaitlyn, Lily and Henry. He is a member of Peachtree Christian Church and also active at Immaculate Heart of Mary Catholic Church with his family. In his spare time, Jonathan enjoys traveling, grilling, and all things music – including drumming, concert-going, and expanding his vinyl record collection.

Jonathan-Gerrard-e1643120851173

Jonathan joined Homrich Berg in 2022 following several years at an Atlanta-based fee-only financial planning firm where he provided comprehensive wealth management services to individuals and families. He currently serves as a financial planner in the firm’s Family Office Group.

Jonathan earned a Bachelor of Science in Economics and Political Science from Florida State University and a Master of Science in Real Estate from Georgia State University, bringing 10 years of experience in commercial real estate research and asset management. He completed the University of Georgia’s Terry College of Business CFP® Certification Education Program and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2020.

A native of Atlanta, Jonathan and his wife Trudy reside in Decatur with their three children, Kaitlyn, Lily and Henry. He is a member of Peachtree Christian Church and also active at Immaculate Heart of Mary Catholic Church with his family. In his spare time, Jonathan enjoys traveling, grilling, and all things music – including drumming, concert-going, and expanding his vinyl record collection.

Hometown

Atlanta, GA

Colleges

Florida State University, Georgia State University, University of Georgia

Certifications

CFP®

Office Location

Buckhead (HQ)