Jonathan Dewitt

Jonathan Dewitt focuses his practice on helping individuals and business owners define, pursue, and achieve long-term financial success. He specializes in working with business owners on business continuation and succession planning, key employee retention strategies, retirement planning, tax-efficient strategies, and investment management. Jonathan’s approach is rooted not in conventional, one-size-fits-all financial planning, but in addressing the real-world challenges faced by business owners, real estate investors, and entrepreneurs.

By analyzing each client’s complete financial picture, Jonathan helps maximize income and growth, optimize protection strategies, and implement thoughtful, tax-efficient solutions. He recognizes that no two clients are alike and takes pride in crafting customized plans designed to support each client’s unique goals and vision for the future.

Jonathan believes comprehensive financial planning extends well beyond numbers and spreadsheets. He is deeply committed to understanding his clients’ values, priorities, and attitudes toward money, knowing that meaningful, lasting financial success begins with alignment between financial strategy and personal purpose.

Originally from Monroeville, Alabama, Jonathan places the highest value on family. He and his wife, Sara, were married in 2010 and reside in Avondale Estates with their twin daughters, Audrey and Eva, and their rescued boxer dogs, Duke and Dakota. Outside of his professional life, Jonathan is learning to play the guitar and enjoys traveling, live music, and attending festivals with his family. Whether hiking, biking, or taking nature walks, they cherish every opportunity to explore the outdoors together.

Education, Training & Licenses

• University of Alabama
• FINRA Series 7 and Series 66

Jonathan Dewitt, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Ashford Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.