Advisory Services Since 1933

CONNECT

Address:

949 South Shady Grove Rd, Ste 300
Memphis, TN 38120

Phone:

901.767.5951

Jonathan McShan

Jonathan McShan

Financial Services Representative

Domicile State: TN

Strategic Financial Partners

9729 Cogdill Road, Suite 100

Knoxville, Tennessee 37932

Phone: 865.766.4502

jonathan.mcshan@strategicfinancialpartners.com

 


Business Philosophy

Preparing for that next step in life isn’t always easy. New clients approach me with similar concerns: increasing demands on their time and resources prevent them from taking appropriate steps to make positive financial outcomes possible. I’ll guide you through the team-based, process-driven approach to financial preparedness that has helped many of my clients. Often, my clients say the greatest benefit from our collaboration is the clarity and financial peace of mind they’ve come to enjoy as a result. Contact me today to learn how you may benefit from putting our team to work for you.

 

I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps (if present) and offer solutions to fill them

 

The reason I joined this industry and Strategic Financial Partners is that I want to make a lasting impact on the lives of others.  I enjoy helping clients - both business owners and families - in addressing their concerns.  When it comes to protecting and preserving what clients value the most, my process is simple: listen, discuss and apply the strategy we both feel is best for them.

 

Professional Qualifications

- B.A. in Sports Management, East Tennessee State University (2002)

- Licensed to sell Life and Health Insurance

- Passed Series 6 Exam

 

About Me

First, thank you for taking the time to get to know me a little better. I was raised in Crossville, Tennessee. My father owns the Sonic Drive-In there, and has been a restaurateur since I was 6 months old (I just turned 40, so that is a lot of hamburgers over the years).  I currently live in Knoxville with my wife, Kendra, and we attend Fellowship Church.  In my free time, I enjoy boating on Tellico Lake, going to concerts, and spending time with my friends and family.  I am currently part of the Committee of 100 in Lenoir City as well as REO Networking Group.  I enjoy meeting new people, being supportive of the community and serving when the time comes.  

 

Click here to download a copy of my bio.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck