• Hometown

    Atlanta, GA

  • Colleges

    Florida State University, Georgia State University, University of Georgia

  • Certifications

    CFP®

  • Neighborhood

    Decatur, GA

  • Office Location

    Buckhead

Jonathan Gerrard, CFP®

Financial Planner

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 the CERTIFIED FINANCIAL PLANNER™ mark 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.