Jonathan Shumate, CFP®
Principal, Senior Wealth Advisor

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Jonathan (Jon) Shumate is a Senior Wealth Advisor within the Charlotte, North Carolina Beacon Pointe office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. With over 20 years of experience in the financial services industry, Jon provides a variety of wealth and investment management services to clients and is known for his attention to detail and commitment to helping his clients build a secure, long-term plan for their future. Jon earned his bachelor’s degree in Business Administration from James Madison University and is a Certified Financial Planner™ (CFP®). He also completed the Philanthropic Solutions in Financial Planning certificate program offered in partnership between Financial Planning Association (FPA) and the American Heart Association. Jon is a member of the FPA Charlotte chapter and serves on the board as President (’23-’24). In 2019, Jon was selected to be a member and serve a three-year term on the Foundation for the Carolinas Cabinet of Professional Advisors. He is also a member of the Charlotte Estate Planning Council. In addition to his various board memberships, Jon is actively involved in supporting local charities in Charlotte, including A Roof Above and Room in the Inn through his church, Myers Park United Methodist, the Charlotte Rescue Mission, and the Charlotte Ronald McDonald House. In his spare time, you can find Jon golfing, skiing, mountain biking or spending time with his wife and two children.


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