Jonathon Schultheiss

Managing Director, Greensboro at Strategic Retirement Partners

Jonathon Schultheiss, AIF®, CRPS®, PPC®, is currently the Managing Director at Strategic Retirement Partners. Prior to this role, Jonathon held positions as an Investment Committee Member and Retirement Plan Advisor/Partner at Gate City Advisors. Jonathon also worked as a Retirement Plan Consultant at Oak Ridge Wealth Management and as a Retirement Plan Advisor/Owner at Clearstone Financial Group. Before that, Jonathon was a Financial Advisor at Principal Financial Group and a Sales Manager at Western & Southern Financial Group. Throughout their career, Jonathon has focused on helping individuals and corporations plan for successful retirements.

Links

Previous companies

Western & Southern Financial logo
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Timeline

  • Managing Director, Greensboro

    Current role