UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
26yrs
Johnathan Cherry
Full name on record: JOHNATHAN Aaron CHERRY
Financial advisor at Edelman Financial Engines
Johnathan Cherry has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Dallas, Texas. After two years at Edelman Financial Services and five years at USAA Financial Planning Services, Johnathan joined Edelman Financial Engines in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Johnathan holds the CFP® designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 21% by experience at Edelman Financial Engines
Office13727 Noel Road Tower 2 Suite 1075, Dallas, TX 75240
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Other
Typical client at the firm ?$375,508
Advisors at the firm727
States licensed ?1 state
Services through Edelman Financial Engines
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowEdelman Financial EnginesCurrent firm
- 2016 – 2018Edelman Financial Services, LLCPreviously
- 2011 – 2016USAA Financial Planning ServicesPreviously
- 2007 – 2011FSC Securities CorporationPreviously
- Nov 2006 – Jul 2007A. G. Edwards & Sons, Inc.Previously
Contact Johnathan
(833) 752-6333Firm headquarters in Santa Clara, CA. Ask for Johnathan. 13727 Noel Road Tower 2 Suite 1075Dallas, TX 75240Office · Get directions X (Twitter) pageEdelman Financial Engines
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Johnathan
Tailored to Johnathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Johnathan
How do I contact Johnathan?
Call Edelman Financial Engines at (833) 752-6333 and ask for Johnathan Cherry. Johnathan works from the Dallas, TX office.
How long has Johnathan been a financial advisor?
Johnathan has been in the industry since 2001, about 26 years. Top 21% by experience at Edelman Financial Engines.
What licenses does Johnathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Johnathan a fiduciary?
Johnathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Johnathan paid?
Edelman Financial Engines reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, other fees. Ask Johnathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Shade Tree Partners
47yrs
Top 1% by experience in Dallas
Texas Capital Bank Private Wealth Advisors
47yrs
Top advisor by experience at Texas Capital Bank Private Wealth Advisors
Momentum Independent Network
47yrs
Top 1% by experience in Dallas
Morgan Stanley
47yrs
Top 1% by experience in Dallas
Raymond James & Associates
47yrs
Top 1% by experience in Dallas