JONATHAN SPILLMAN
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Jonathan Spillman is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Jonathan Spillman - - Edward Jones - Greensboro, North Carolina, city=Greensboro, display_country=United States, hs_object_source_detail_1=Find A CEPA (March 2025) , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=jonathan-spillman, lname=Spillman, hs_object_source_id=enrollmentId:1603680181346;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20MARCH%202025/SPILLMAN-JONATHAN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-MARCH.pdf, hs_createdate=1743774556142, cohortium_profile_title=Jonathan Spillman | Financial Advisor at Edward Jones | CEPA Connect Member, state=North Carolina, id=26000855586, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Jonathan Spillman, email=Jon.Spillman@edwardjones.com, cohortium_meta_description=Connect with Jonathan Spillman, a specialized Financial Advisor working with Edward Jones based in North Carolina., associated_contact_record_id=107233076833, website=https://www.edwardjones.com/us-en/financial-advisor/jon-spillman, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20MARCH%202025/cert%209079_Spillman_CEPA-Certificate-2025-March.pdf, is_editable=editable, url_slug_2=jonathan-spillman, impersonate_user_url=https://exit-planning-institute.org/member-detail/jonathan-spillman?impersonation=true, full_name=Jonathan Spillman, hs_lastmodifieddate=1764932330632, phone=3367072749, company_name=Edward Jones, name=Jonathan, hs_object_id=26000855586, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=27403, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com/us-en/financial-advisor/jon-spillman - Phone: 3367072749
- City: Greensboro
- State: North Carolina
- Postal Code: 27403
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
