I’m thrilled to be joining the Alaska Wealth Advisors team as an Associate Financial Advisor. My name is Johnathon Brandt, and I bring with me a diverse background in accounting and fiduciary services, along with a passion for helping clients achieve their financial goals.
My journey in the world of finance began with my academic pursuits at the University of Montana, where I earned my bachelor’s degree in accounting. Eager to further my knowledge and expertise, I pursued a master’s degree in accounting from East Tennessee State University. Equipped with a solid foundation in accounting principles, I embarked on my professional career at a trust company in Tennessee.
However, life had other plans for me, as I made the bold decision to relocate to the beautiful state of Alaska to be with my wonderful wife, Tori. Embracing new opportunities, I transitioned to Peak Trust Company, where I served as an Associate Director of Fiduciary Services. During my time there, I gained invaluable experience in wealth management and estate planning, deepening my understanding of the intricacies of financial planning and being a fiduciary.
Now, I’m pleased to bring my expertise to Alaska Wealth Advisors, where I’ll be working closely with clients as they navigate their financial journeys. I’m committed to providing personalized solutions tailored to each client’s unique needs and goals, whether it’s planning for retirement, managing investments, or helping clients through the good and bad times.
In addition to my professional pursuits, I’ve also dedicated myself to continuous learning and growth in the field of finance. I’ve recently passed my Series 65 exam and am currently working towards obtaining my CTFA (Certified Trust and Financial Advisor) and CFP® designations. I believe that staying abreast of industry trends and best practices is essential to delivering the highest level of service to our clients.
Outside of the office, I enjoy exploring the great outdoors with my wife, Tori, and our wonderful dog Bella. Our adventurous spirit has led us on many great adventures in Alaska and our one true love is Prince William Sound. We both serve on the board of directors for the Prince William Sound Stewardship Foundation. We also spend our free time volunteering with Make-A-Wish, Food Bank of Alaska, and various initiatives in Prince William Sound.
I’m genuinely excited to be a part of the Alaska Wealth Advisors team and look forward to building meaningful relationships while working with a team of experts.
Johnathon Brandt
Associate Financial Advisor
Alaska Wealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Alaska Wealth Advisors’ investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, both of which are available upon request.
Certified Financial PlannersTM (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct. The Certified Trust and Financial Advisor (CTFA) designation is awarded by the ABA institute of Certified Bankers who demonstrate their knowledge as a trust and financial advisor. Candidates must meet one of the three following requirements to be eligible: three years of wealth management experience plus ICB-approved training, five years of personal trust experience and a bachelor’s degree, or 10 years of personal trust experience. Candidates are required to successfully complete a final certification examination. Candidates must complete 45 credits every three years (with a minimum of six hours in each of four knowledge areas) of continuing education.
