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Jonathan Drew, CFP®, ChSNC®, RICP®, BFA™

Thrivent

Jonathan Drew, CFP®, ChSNC®, RICP®, BFA™

Thrivent

Jonathan Drew, CFP®, ChSNC®, RICP®, BFA™

Thrivent

Profession LogoFINANCIAL PLANNER

As a financial advisor who has obtained the CERTIFIED FINANCIAL PLANNING™ professional designation, I am blessed to work with an absolutely amazing group of clients. My passion for working with special needs families and the organizations that serve them arise from our family’s personal journey. I have an incredible family….my wife and our two boys are my world. I married up...my wife and is an amazing woman, terrific mother, and wonderful pastor. Our sons are loving, kind, curious, joyful boys that have significant special needs. Through the privilege of being their dad, I have been able to experience some incredible ‘highs’ (as well as some challenging ‘lows’) that many special needs families encounter on a regular basis. I am honored every day to be their dad and am passionate about helping them find their place in this world.

As a busy dad and financial advisor, sometimes finding time for individual hobbies can be difficult. When there is time available, I enjoy seeing live music with my wife, watching/attending Blues/City SC/Cardinals games, reading, and playing guitar.

Education and Community Involvement

-Proud member of the Academy of Special Needs Planners

-Proud member of the Financial Planning Association®

-CERTIFIED FINANCIAL PLANNER™ professional

-ChSNC®: Chartered Special Needs Consultant

-RICP®: Retirement Income Certified Professional

-BFA™: Behavioral Financial Advisor

-Bachelor of Science in Interdisciplinary Studies from the University of Evansville

-Doctor of Physical Therapy from the University of Evansville

-FINRA Series 7 General Securities Representative

-FINRA Series 66 Uniform Combined State Law

-Life and Health Insurance Licenses

 

My family is proud to be involved with the following community organizations

-Mt Zion United Methodist Church

-Bear Cubs Running Club

-St Louis Arc

-Easter Seals Midwest

-KEEN St Louis

-TASK STL

-Special Education Foundation

-Variety STL

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only.Thrivent.com/disclosures.

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Firm Description

My Family and Journey

I am a Thrivent financial advisor with CFP® certification who is blessed with an amazing group of clients. My passion for working with special needs families and the organizations that serve them arises from my personal journey. I have an incredible family. My wife is an amazing woman, a terrific mother and a wonderful pastor. Our sons are loving, kind, curious, joyful boys with significant special needs. Through the privilege of being their father, I have experienced both incredible highs and challenging lows. It is an honor to be their dad and help them find their place in this world. Beyond parenting and work, I enjoy seeing live music with my wife, watching and attending Blues, City SC and Cardinals games, reading and playing guitar.

Education and Credentials

  • Proud member of the Academy of Special Needs Planners
  • Proud member of the Financial Planning Association®
  • CFP®: CERTIFIED FINANCIAL PLANNER®
  • ChSNC®: Chartered Special Needs Consultant
  • RICP®: Retirement Income Certified Professional
  • BFA™: Behavioral Financial Advisor
  • Bachelor of Science in Interdisciplinary Studies from the University of Evansville
  • Doctor of Physical Therapy from the University of Evansville
  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life and Health Insurance Licenses

 

My Family Community Involvement

  • Mt Zion United Methodist Church
  • Bear Cubs Running Club
  • St Louis Arc
  • Easter Seals Midwest
  • KEEN St Louis
  • TASK STL
  • Special Education Foundation
  • Variety STL

 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only.Thrivent.com/disclosures.

                                                                                                                                                                                8039104.1

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

1515 Des Peres Road
Suite 100
Saint Louis, MO 63131

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts