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Jonathan Dalton, Financial Advisor

Focus Areas

  • Wealth strategies
  • Sustainable Investing
  • Charitable giving
  • Divorce finances

About Jonathan

I believe when it comes to your financial future you deserve a personal relationship, and professional advice.

I became a financial advisor so I could make a difference in people's lives – I truly want to understand what's most important to you. With that, it's my turn to ask how. How can we partner together to build a financial strategy to realize your dreams, harnessing the power of your individuality and enhancing your ability to achieve them? This how is uniquely yours, and the personal relationship we develop will serve to make me a better financial advisor for you.

For many,...

Work History

  • Edward JonesJanuary 2023 to Current
  • ScotiabankJanuary 2018 to January 2023

Education

  • Utah State UniversityBachelors
  • Utah State UniversityBachelors

Team Members

  • Alison Whiteway
    Sr. Branch Office Administrator
  • Debbie Devereaux
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More