Jonathan Bomar joined Spectrum in 2014, excited by the company’s unwavering commitment to client success and successful track record of clients who achieve their goals. He is a Certified Financial Planner™ Professional and has been designated as a Five Star Wealth* manager for several years. He loves the opportunity to forge long-term partnerships with clients, witnessing their growth and celebrating their achievements.
Jonathan met his wife, Lawrie, while at Baylor University. They have 3 beautiful kids. Outside of work, he enjoys spending time with his family in the mountains, running or serving at their local church.
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* 2021 Five Star Wealth Manager award was issued by Five Star Professional (FSP) in 2021 for the period covering 2021-2023. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For additional information, visit www.fivestarprofessional.com.