Jonathan Peyton MBA, CFP ®, CDFA ®, ChSNC™
Texas-born but a Virginia native at heart, Jonathan Peyton brings his passion for helping families achieve their life goals to Horizon Ridge Wealth Management. He began his career in finance early, where he worked his way through college processing loan applications for a credit union. He later progressed up the ranks to wealth management. For over 15 years, he has helped people with financial planning, wealth management and asset preservation, helping thousands of households and advising on hundreds of millions of dollars, combined, in his previous positions with Fidelity Investments and USAA.
Today he holds the following degrees, certifications, and designations:
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Certified Divorce Financial Analyst® practitioner
- Chartered Special Needs Consultant™
- Executive MBA and Bachelors in Economics from George Mason University
- Executive Certificate in Financial Planning from Georgetown University
- Series 7 and 66 licenses held with LPL Financial
Jonathan’s career has included serving business executives, active duty and retired military personnel, civil service, FERs, and SES government employees.
He also focuses on special needs planning, which is something near to his heart as he raises his oldest daughter with a developmental disability.
When Jonathan is not helping clients, he enjoys time cycling up and down the W&OD trail, working on his three foot putt and long drive, day hiking local trails, spending quality time with his children, and giving back to the community through volunteer work.
Additionally, Jonathan is in the process of writing a “How-To” book. The book will teach his process of financial planning for those who like to plan for their futures by themselves and for those that want a benchmark to hold their current advisors accountable.
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