Jonathan Robson launched Robson Planning Group in January of 2003 to fulfill a growing need among experienced, sophisticated advisors and their accomplished clients. Jonathan, like many others, had become increasingly dissatisfied with existing brokerage models that made it more and more difficult for advisors to place their clients’ interests first. Today, Robson Planning Group specializes in working with business owners and affluent individuals.
Jonathan is responsible for planning advice for high-level clients as well as acquisition and development of advisors. His entire 24 year professional career has been spent in the financial services.
He earned his Bachelor’s of Science degree from the University of Alabama Birmingham majoring in Marketing and Management. Jonathan currently resides in Marietta, Georgia with his wife and three children.