JONATHAN UPTON
Keystone Financial Group LLC
As a Certified Exit Planning Advisor (CEPA®), Jonathan Upton 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 Upton - - Keystone Financial Group LLC - Louisville, Kentucky, city=Louisville, display_country=United States, hs_object_source_detail_1=Find a CEPA February 2026, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=jonathan-upton, profile_name=Jonathan Upton 42, lname=Upton, hs_object_source_id=enrollmentId:2368583465827;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20FEBRUARY%202026/UPTON-JONATHAN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2026-FEBRUARY.pdf, hs_createdate=1772808205985, cohortium_profile_title=Jonathan Upton | Financial Advisor at Keystone Financial Group LLC | CEPA Connect Member, state=Kentucky, id=49526470288, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Jonathan Upton, email=jonathan.upton@lpl.com, cohortium_meta_description=Connect with Jonathan Upton, a specialized Financial Advisor working with Keystone Financial Group LLC based in Kentucky., associated_contact_record_id=23564051, website=keystoneky.com, contact_is_part_of_listsegment_cepa_connect_access=true, cepa_connect_profile_created=1778087340612, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20FEBRUARY%202026/11578_Upton_CEPA-Certificate-2026-February.pdf, is_editable=editable, url_slug_2=jonathan-upton, impersonate_user_url=https://exit-planning-institute.org/member-detail/jonathan-upton?impersonation=true, full_name=Jonathan Upton, hs_lastmodifieddate=1778087341720, phone=+1 502-494-2522, company_name=Keystone Financial Group LLC, name=Jonathan, hs_object_id=49526470288, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=40207, username=jonathanuptonlpl, status=Published, hs_updated_by_user_id=86818742}
- Advisor Type: Financial Advisor
- Website:
https://keystoneky.com - Phone: +1 502-494-2522
- City: Louisville
- State: Kentucky
- Postal Code: 40207
- Country: United States
- Designations:
- Markets Served:
- Company Name: Keystone Financial Group LLC
