Jonathan M. Christensen,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan M. Christensen, CFP®

MBA

Financial Advisor

Merrill Lynch

6100 S. Yale Ave,, Suite 1500
Tulsa, OK 74136
(918) 493-7755 CONNECT WITH Jonathan
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General

Jonathan Christensen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Merrill Lynch in Tulsa, OK and the surrounding communities.

Financial Advisor Experience

I live in the Tulsa, Oklahoma area with my wife and two girls. I am fortunate to serve others as a Certified Financial Planner, helping my clients achieve their financial goals and aligning money with their ideal life. I have accumulated more than 16 years of experience working with clients and their finances at some of the country's most recognized financial firms. Along the way, I gained the following credentials that give me the expertise I need to do great work for my clients: Completed educational, exam, experience and ethics requirements to become a CERTIFIED FINANCIAL PLANNER™ Received my MBA from Regent University Outside of work, you can find me spending time with my family, traveling and enjoying the outdoors. I am also involved in serving at my local church.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA, Enrolled Agent

Insurance Licenses

  • Life insurance: OK
  • Health/disability insurance: OK
  • Fixed annuities: OK
  • Variable annuities: OK

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Personal Taxes

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