Home Authors Posts by Jonathan Kirk

Jonathan Kirk

Jonathan Kirk
As an Edward Jones financial advisor, I believe it is important to invest my time in understanding what is most important to you before you invest your money. In my opinion, this is the foundation to helping you determine the most appropriate financial strategy for you and your family.

I began my career with Edward Jones in January 2019 after having spent the prior 8.5 years in the financial services industry. I earned a bachelor's degree with a double major in economics and finance and banking from Appalachian State University in 2010 and the Accredited Asset Management Specialist® professional designation in 2020. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics, and agree to pursue continuing education.

My wife, Rimes, and I met in college and have now been married for 8 wonderful years. We have two children, Grayson(5) and Henry(3). Some of my hobbies include spending time fishing in the North Carolina Mountains, camping, hiking and sharing my love for the outdoors with my wife and two boys.

Envisioning retirement and enjoying retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds, and insurance (including life, long-term care options, and disability).

Upcoming Events

Featured articles

Local Holiday Deals For $20 Or Less

WAXHAW, NC - The holidays are here, and we're all out looking for the best deals!  We are blessed to have so many unique...

“Christmas Around the World” and Festival of Lights in Waxhaw

WAXHAW, NC - There are many exciting holiday events coming to Waxhaw in 2021.  On Wednesday, December 1, the Ballantyne Jewish Center will host...

Local Artisan Fair Brings Festive Air To Waxhaw

WAXHAW, NC - The Artisan Fair held at the Waxhaw Farmer’s Market Sunday, November 21, was a huge hit!  The fair was alive with...

Union County Comprehensive Plan

WAXHAW, NC - Union County has opened a four-week invitation period to recruit residents to serve on one of six committees to help implement...

Tri-W Sports Highlights: Weddington Falls in Football Playoffs and Winter Sports are Underway

WAXHAW, NC - An incredibly successful season has come to an end for the Weddington football program as sports fans turn their attention indoors...