Ark Financial Team

Jonathan J. Billiot, MBA, CFP® is the Learning and Development Manager and Family Office Captain at Ark Financial. Jonathan is responsible for leading family offices, as well as building and integrating Ark Financial’s Learning and Development Strategy to equip Captains and Coaches to achieve the firm’s vision that “one day everyone will have a family office.”

Since joining Ark Financial in 2016, Jonathan has accumulated over 7,000 Hours in the specified dimensions of Financial Planning. His work has been an integral part of the creation of the Family Office Operating System– the methodology Ark uses to build family offices. Jonathan has built over 50 family offices for first-generation entrepreneurs and has most recently positioned five of his clients on the 2022 Inc. 5000’s Fastest Growing Companies List, one of whom placed in the Top 100 Fasted Growing Companies in the Country. These client achievements speak to Jonathan’s ability to partner with his clients to align wealth accumulation potential with client goals and objectives.

Jonathan earned his CERTIFIED FINANCIAL PLANNER¬¬¬TM credential in 2023. He possesses a depth of knowledge in Comprehensive Financial Planning, Qualified Plans, Employee Benefits, and Exit Tax Strategy. Jonathan is a lifelong learner. Most recently, he graduated from Quantic School of Business and Technology with his Master of Business Administration. In 2022, he completed the Bryant University Executive Development Center's Financial Planning certification program.

In his undergraduate studies, he earned his Bachelor of Business Administration degrees in Economics, Finance, Public Administration, and Business Fellows from Baylor University in 2014. Originally from Houma, Louisiana, Jonathan and his wife, Kelly, now live in Austin, Texas with their four children, Cohen (8), Aria (5), Ezra (4), and Elias (1).