Jonathan’s Approach
Jonathan M. Jaranson
CFP®
Financial Advisor / Member Owner
Overview
Jonathan Jaranson guides clients through complex financial decisions as a financial advisor in Savant’s St. Paul, Minnesota, office. He focuses on building personalized tax-efficient portfolios and specializes in concentrated stock ownership strategies and stock-based compensation analysis.
As a CERTIFIED FINANCIAL PLANNER® professional, Jonathan is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Jonathan has been involved in the financial services industry since 1994. He was a partner at PrairieView Partners until it joined with Savant in 2025. Before that, he was the Chief Investment Officer at a wealth management firm overseeing $850 million in client assets.
Jonathan earned a bachelor’s degree in economics with concentrations in finance and accounting from St. Olaf College in Northfield, Minnesota. He lives in Northfield with his wife and two daughters. In his free time, he enjoys outdoor activities such as biking and hiking with friends as well as traveling with his family.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
Education
- St. Olaf College
Bachelor of Science in Economics with concentrations in Finance and Accounting
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.