Jonathan C. Brandt,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan C. Brandt, CFP®

Journey Tree Financial Planning & Investments

975 Oak St, Ste 785
Eugene, OR 97401
(541) 485-3154


Jonathan Brandt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Journey Tree Financial Planning & Investments in Eugene, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications


Insurance Licenses

  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a Home, Charitable & Planned Giving, Cross-border Planning, Career Change, Asset Allocation, Estate Planning, Investment Management, Irregular Income, Insurance, Startup, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth


Helpful Financial Planning Resources