Jonah Johnson

Jonah Johnson, CFP®

Investment Associate
Alpharetta, GA
jonah.johnson@bluetrust.com
770.280.6004
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Jonah Johnson is an investment associate for the Family Office division of Blue Trust.

Jonah supports the Family Office division by providing complex investment reporting and financial planning support. In his role, he analyzes client information and integrates financial and biblical principles into customized investment reports and financial plans. He works alongside family office advisors to help empower current and future generations to shape and maintain a legacy comprising social, spiritual, and financial capital.

Prior to joining Blue Trust, Jonah worked for Oxford College of Emory University where he served as a facilities coordinator. He also gained experience as a house director for Heartlight Ministries, a boarding school dedicated to helping troubled teens.

Jonah is a graduate of Dakota Wesleyan University where he received his BS in chemistry.

Jonah and his wife, Sarah, currently live in Sandy Springs, Georgia where they are active members of their local church.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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