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Jonathan P Groleau

Advisor Image
Jonathan P Groleau
Financial Advisor
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FIC, RICP®, ChSNC®, BFA™, CEPA®, AA™
Part of the Cornerstone Financial Advisors practice
Special Needs Planning
Armed Forces & Veterans
Tax Efficient Planning
Retirement Planning
Business Owners
About Jonathan Groleau
About Jonathan Groleau
Drawn to financial freedom for myself and for others, my experience in the financial industry here in Central Ohio includes supporting clients with Financial Planning, Retirement Planning, Insurance needs, Wealth Management and College Planning.
As a Thrivent Financial Consultant, I'm blessed to provide financial guidance to clients looking to develop their personal portfolios, invest in their future and manage their money in a way that works for them.
I am a retired US Air Force Veteran, with over 15 years of service. In my downtime, I enjoy travelling the world with my wife, Sameen, working on various service projects, watching the Columbus Crew SC (catch me at the next game!), and playing with my dog, Mika.
Investing in the Central Ohio Community
Investing in the Central Ohio Community
  • Next Level Trainings - Coach/Volunteer
  • St Jude's Relay - Team Leader
  • Habitat for Humanity - Mid Ohio & Thrivent Builds Worldwide
  • Board Member - Byron Saunders Foundation
Education & Accomplishments
Education & Accomplishments
  • Retired US Air Force Veteran
  • Bachelor of Science, Embry Riddle Aeronautical University
  • Life & Health Insurance Licenses
  • FINRA Series 66 Uniform Combined State Law
  • FINRA Series 7 General Securities Representative
My qualifications
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Chartered Special Needs Consultant®
  • Behavioral Financial Advisor™
  • Certified Exit Planning Advisor®
  • Affirming Advisor™
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • California(Insurance Lic. #0I98265)
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Maryland
  • Massachusetts
  • Michigan
  • Missouri
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Insights

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.
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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!
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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.
Office location
Worthington Location
885 High Street Ste 101
Worthington, OH 43085
Phone614-567-7141Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations