Jonathan Shore, CFP®, BFA™
Managing Director, Financial Advisor
Phone: 352-659-9820
10733 Big Bend, Suite 148
Kirkwood, Mo 63122
As the Managing Director of Shore Group Advisors and a Financial Advisor with over nine years of industry experience, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help.
With an emphasis on continuing education, I have earned the CERTIFIED FINANCIAL PLANNER™, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP® Board). For this designation, I had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.
Away from the office, I enjoy spending time with my family, golfing, although not the best, and running or lifting weights.
My wife, Samira, is a dedicated mother, leader, and Director of Technical Program Design at Thermo Fisher who strives to empower her coworkers through action.
My daughter, Jayla, is a monster in training, an aspiring golfer-to-be who loves to paint and draw while keeping us on our toes.
We enjoy the latest DIY projects around the home, spending time outdoors, and volunteering.