Jonathan Drew, CFP®, RICP®, BFA™


Jonathan Drew, CFP®, RICP®, BFA™


Jonathan Drew, CFP®, RICP®, BFA™



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®


-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


-Special Education Foundation

-Variety STL


Firm Description

Financial Advice for Special Needs Families

At Thrivent, our team believes that everyone deserves a plan. I specialize in working with special needs families in the areas of....

-Holistic Financial Guidance

-Financial Strategies for the Future Care of Your Family Member with Special Needs

-Retirement Strategies


-Generosity Solutions

-Life Insurance & Disability Income Insurance

-Extended Care Insurance


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


What Is a Special Needs Planner?

Main Office

1515 Des Peres Road
Suite 100
Saint Louis, MO 63131

On the web

View Firm Website


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