Meet Jonny Tataje

Jonny Tataje is a Northern Colorado native who is passionate about serving the area and giving back to the community that has provided so much for him. As an LPL Financial Planner, he helps individuals and families gain clarity and confidence in their financial lives through thoughtful, personalized planning. He aims not only to help clients grow and protect their wealth, but also to help them use their finances to support the life they want to live.

A graduate of Colorado State University with a bachelor’s degree in Business Administration and a concentration in Financial Planning, Jonny is well-equipped to support clients through a wide range of financial decisions. He holds his Series 7 and Series 66 registrations through LPL Financial and is licensed in life, health, and long-term care insurance.

Jonny’s passion for financial planning is rooted in a desire to serve others. Growing up with parents who worked in social work and healthcare, he learned from a young age the importance of serving others. As he got older, he became fascinated with investing and the power of compound growth. He opened his first custodial investment account in middle school, inspired by the idea of growing the money he earned from his summer lawn-mowing jobs.

Combining those values and interests, there was no clearer path for him than becoming a financial planner.

Jonny lives in Longmont, Colorado, where he enjoys staying active through weightlifting, golfing, pickleball, and walks with his fiancée, Mariah, and their Goldendoodle, Gunner. He also enjoys spending as much time as possible with friends and family.