Jonathon Schultheiss, CRPSInvestment Consultant, Retirement Plan Group
Phone: 336-279-2516 A native of High Point, Jonathon lives in Thomasville with his wife and three children. He has worked in the financial industry since 2002 and offers expertise as a retirement plan consultant with a focus on nonprofit plans. He is the head of the Retirement Plans Group for Oak Ridge Wealth Management. In February of 2012, Jonathon was recognized as a Top 100 Retirement Plan Advisor by Plan Sponsor Magazine. He also holds the Chartered Retirement Plan Specialist (CRPS) designation from the The College of Financial Planning. Due to his committee to his clients and focus on the retirement plan market, Jonathon has a nearly 100% client retention rate. Jonathon is a registered representative of INVEST Financial Corporation. 
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328 Market St. East Phone: 336-272-5680 |
INVEST Financial Corporation (INVEST), member FINRA/SIPC is not affiliated with Oak Ridge Wealth Management. Securities, advisory services and certain insurance products are offered through INVEST and affiliated insurance agencies.
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