Jonathan A. Watts, CPA

Director, Tax

Jon joined Clearstead in 2019 as a Director in the Private Client Group.  He has more than 20 years of professional experience, with the last 13 as a CPA.  Jon works closely with our private client business owners and investors, with a focus on entity tax planning and compliance. 

Prior to joining Clearstead, Jon worked at a regional public accounting firm in Northeast Ohio and a national public accounting firm in the Washington DC area.  In his public accounting experience, Jon has advised clients on tax matters across a variety of industries including real estate, commercial and industrial services, wholesale and distribution, and professional services.  Prior to his career in public accounting, Jon spent eight years as an information technology consultant at a worldwide technology company. 

Jon is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.  He serves on the board of directors and is the board treasurer for the Center for Arts-Inspired Learning, a Cleveland-based non-profit organization.  In addition, Jon sits on the City of Lakewood Loan Approval Board.  He is a graduate of Ohio University where he earned a Bachelor’s of Business Administration, majoring in Accounting.

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We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.