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Jonathan McKenzie

111 South Main

Salt Lake City, UT

84111

Phone:

Email:

Jon McKenzie serves as the financial planning manager for Whittenburg Wealth Partners, a wealth preservation firm located in Salt Lake City, Utah.  Jon has over 20 years of financial service experience with 14 years directly related to creating and managing financial plans for clients.  He understands that everyone is unique and needs a tailored and sound financial plan.


Jon holds a BS in Economics from Brigham Young University, an MBA from Michigan State University, and is a CERTIFIED FINANCIAL PLANNERâ„¢.  He believes in the power of education and has taught personal finance, investing, and financial management classes at Salt Lake Community College and Westminster College.


Jon resides in Holladay, Utah with his wife, Charlotte and their children.  He enjoys family trips, National Parks, and growing a large vegetable garden every year.

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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

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*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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