Broker Check
Jonah Nelson, CFP®, ChFC®, AIF®

Jonah Nelson, CFP®, ChFC®, AIF®

Associate Adviser

Jonah joined the Atlas Wealth Advisers team full-time in 2019.  Jonah assists the other advisers with day-to-day tasks, helping them become more efficient and able to spend more time focusing on their clients.  On top of that, Jonah is also an active adviser himself and works with clients of his own.

Jonah graduated from University of Wisconsin-Whitewater with a Bachelor of Business Administration in Finance.  He is eager to educate the next generation on the importance of investing and managing money.  He has passed the Series 7 securities exam, as well as the Series 66.  Jonah also holds the Chartered Financial Consultant® designation through the American College of Financial Services and the Accredited Investment Fiduciary® designation, and recently obtained his Certified Financial Planner® designation.  Jonah is also licensed for Life & Health Insurance.  He looks forward to the career with his commitment to helping others and the ever-curious desire to learn.

Jonah was an All-Conference and All-Regional runner in Cross Country and Track & Field and made the Dean’s List as a student-athlete at the University of Wisconsin-Whitewater.  He has continued his love of the sport by helping coach Cross Country and Track & Field at Sun Prairie East High School.  He enjoys reading, cooking, and spending time with family and friends on the lake.