Jonathan Crooks: What Are Your Financial Goals?

Most people know they should be making smarter financial decisions—yet life, business, and the constant noise of conflicting advice make it difficult to feel confident that everything is truly working together.

Maybe you’re wondering:

• Am I protecting what I’ve built as well as I should be?

• Is my money invested in a way that actually aligns with the future I want?

• Am I unknowingly paying more in taxes than necessary?

• And—most importantly—who can I trust to help me make the right calls?

Jonathan helps individuals, families, and business owners answer those questions with clarity and confidence.

As a Financial Advisor at Artistry Wealth Management, they use a comprehensive planning approach that integrates protection, investment strategy, and tax-efficient planning into one cohesive, meticulously designed financial plan. Think of it as your personalized blueprint—built to adapt, protected with intention, and focused on getting you exactly where you want to go.

What truly drives Jonathan is serving people. Helping clients remove financial uncertainty and gain control over their future is the part of my work I love most.

He holds a Bachelor’s degree in Finance and an MBA from the University of South Florida, but more importantly, he brings a calm, strategic, and human approach to every conversation.

If you’re ready to upgrade your financial strategy—or simply want a second opinion—he’d love to connect and see how he can be a resource to you.

You are in for a treat as Jon shares his story and wisdom:

-how he became a financial advisor

-his competitive advantage as a financial advisor

-inspiring and moving tales about helping his clients

-the best ways to network and get referrals

-advice he gives to those who aspire to be a financial advisor

-how to find a great financial advisor

-book/author recommendations

-essential life lessons

-and more

Please connect with Jon:

https://www.linkedin.com/in/jonathan-crooks-mba-6172521a3/

https://www.instagram.com/jon_crooks_awm/

jonathan.crooks@nm.com

(727) 318-7141