Jonathan Perrin, CFP® in

Jonathan Perrin, CFP®

Evaluator · DISC type Csd
Financial Consultant at intellicents
📍 Kansas City Metropolitan Area, United States

Jonathan Perrin is a Financial Consultant and CERTIFIED FINANCIAL PLANNER™ at intellicents, specializing in personalized financial plans for individuals and corporations, particularly athletes. A graduate of Oklahoma State University, he leverages his unique background to provide clients with fiduciary advice and empower them to make confident financial decisions.

Outside of his financial practice, Jonathan maintains strong ties to his former career as a professional baseball player. Drafted by the Milwaukee Brewers, his career also included time with the Kansas City Royals. He stays involved in the sport by coaching youth players and speaking on athlete financial literacy.

Unique fact: Jonathan was drafted into Major League Baseball and played five professional seasons before transitioning to become a financial consultant.

Read the full overview →
Experience
9 Years
Current Role
Financial Consultant
Job Level
Middle
Location
Kansas City Metropolitan Area, United States
Personality Overview

How Jonathan shows up

Fast But Analytical
Thorough Evaluator
Quality Focused

They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Jonathan cares about

Athlete Wealth Management
He leads the intellicents Athlete Wealth Management team and frequently provides financial education to college athletes, drawing from his own professional baseball career.
Financial Education
He is passionate about financial literacy, creating and leading educational programs for university sports teams on topics like NIL, taxes, and investing.
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Career

Work history

11-2022
Financial Consultant
intellicents
5-2020 - 11-2022
Investment Advisor
Waterfront Advisors
10-2015 - 4-2022
Pitching Instructor & Academy Coach
Natural Baseball Academy
2-2018 - 5-2020
Investment Advisor
Satya Investment Management
8-2018 - 5-2019
Pitcher
Kansas City Royals
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2011 - 2015
Bachelor's Degree
Oklahoma State University
7-2021 - 7-2022
Master's Certificate
University of Missouri-Columbia
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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