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  2. Jonathan Vera, CFP®, CEPA®

Jonathan Vera, CFP®, CEPA®

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Jonathan Vera, CFP®, CEPA®
Associate Vice President
Phone: 
(832) 369-9425
E-mail: 
jonathan.vera@imgfinancialgroup.com

Jonathan Vera joined IMG Financial Group Inc. in 2011 after graduating with a Finance degree from Texas State University. Jonathan has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation by demonstrating competency in over 100 topics including stocks, bonds, taxes, insurance, retirement planning and estate planning.

Jonathan has also earned his CERTIFIED EXIT PLANNING ADVISOR (CEPA) credential. Tailored for business owners, Business Exit Planning starts with Personal Financial Planning by engaging in a holistic planning process with the intended outcome of building more valuable companies, having stronger personal financial plans and aligning your business with your personal goals. 

As an avid believer in client education and clear communication, Jonathan's process begins with a Discovery Meeting to gain a better understanding of who you are as a person. He focuses on what is what most important to you, both financially and personally. Together, you will define your personal definition of financial success and work with you to translate this into prioritized goals. 

Jonathan is dedicated to helping ensure that individuals, their families, and businesses can stay focused on the things that matter most in their lives. In addition, he understands the importance of gaining a sense of clarity in your own financial future. Jonathan can help you understand your current financial situation and give you a financial road map through wealth accumulation and management, estate planning, mitigating risk, and giving. 

Jonathan grew up in South Texas but has been living in Houston with his wife, Lindsey since 2011. While away from work, Jonathan enjoys spending time with his wife and three kids.
 

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Registered representative and investment advisor of Securian Financial Services, Inc. ​Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. IMG Financial Group is independently owned and operated.

TN 4876071 DOFU 8/2022
 

 

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4550 Post Oak Place, Suite 125
Houston, Texas
77027 United States

  •  Tel: (713) 622-1150
  •  Fax: (713) 622-3679
  •  leigh.ishee@imgfinancialgroup.com

We have various representatives that are licensed and registered to conduct business in the following states: CA,CO,DC,FL,GA,LA,MD,MI,MO,MS,NM,NV,NY,OH,OR,SC,TN,TX,WA for non-registered and registered insurance products, as well as securities.

IMG Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with IMG Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with IMG Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

3058277 DOFU 06-2020

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