Johnathan Jasper Norton: Primerica - Financial Services

Johnathan Jasper Norton: Primerica - Financial Services

Reviews Summary

Customers consistently praise the financial services provided, highlighting expertise in investments, life insurance, and retirement planning. Many appreciate the professional, patient, and knowledgeable guidance, with clear explanations and personalized solutions. The responsive, honest approach builds trust, and clients value the long-term support for financial security. Service is described as efficient, reliable, and tailored to individual goals, leaving customers confident and satisfied.

About This Listing

Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services

Contact Information

Address

2350 W Shaw Ave Suite #114

Fresno, California 93711

Hours

Sunday 11AM-4PM
Monday 9AM-8PM
Tuesday 9AM-8PM
Wednesday 9AM-8PM
Thursday 9AM-8PM
Friday 9AM-8PM
Saturday 9AM-4PM

Customer Reviews

I highly recommend services at Primerica!! Johnathan assisted me with creating a financial analysis based on my financial goals to pay off my debt. Johnathan is patient, and very knowledgeable in guiding me through the process. He provided me a written financial plan to get started in my journey. Johnathan helped me realize the importance of setting goals and target dates to achieve my goals. I now feel confident that I am on the right path and even closer to reaching my goal of financial independence.

Johnathan has always done a great job of helping me with all my financial investments. He's very knowledgeable and professional and even helped me with my home loan. Would highly recommend him to anyone looking to start an investment or with help with a home loan. He does great work!

I've worked with Johnathan for about 9 years, And he has been very helpful from the beginning to present. Very professional and polite. I've had different policy?s with Primerica and never had any Issue. I Highly recommend.

Jonathan has been taking care of my family?s life insurance policies and advising on my retirement plan for many years. We truly value his expertise and genuine commitment to protecting our family?s future needs.

Jonathan was very knowledgeable at executing. The services I sought out. He stayed on topic very detail oriented and I thank him for the stellar customer service. He made me feel comfortable with how my money and future worked for me. I enjoyed speaking with Jonathan and gaining a lot of knowledge about life insurance, as well as making your hard earned dollars work for you.

Jonathan Norton is very professional and helpful and understanding. He knows his job and knows it well and is always working his hardest to help others find what they need. So, if he is your agent, you have a really good agent.

I am very pleased. I found out through the agent, that my old life insurance company, was not providing me with the coverage that I had thought. I'm getting so much more coverage for the same price as with my old insurance company. Johnathan was very patient with me on explaining. Very professional. Very nice, & he knew wat he was doing. Very honest, which I really appreciate

I have had a wonderful experience working with Johnathan. He is very attentive and is always willing to go out of his way to help me and my family. I know that I can always count on him.

We love working with Jonathan and his team, they're awesome! He answers immediately to any questions or concerns and has really helped us with determining where we stand with our retirement accounts and helps us change or update when needed. I can tell you best ever financial advisor, so lucky to have him and happy our accounts are doing very well!

Johnathan was so great at explaining how my money was going to be saved . I felt very secure with this company. He's always available whenever I call. I can say that he really helped me save for my retirement. I'm very happy with Prime America. Janeen

We enjoy working with Jonathan. He has been super helpful with our life insurance as well as our investment funds.

Very pleased with the service and professionalism of this company. Jonathan was/is very helpful and attentive to our needs. We have a life insurance policy through Primerica, and Jonathan also helped us refinance our home. Both went smoothly!

PRIMERICA is just what I was looking for! The customer service is great, they're always willing to meet up in person or video chat and the app is user friendly and easy to comprehend. I'm so happy knowing they're a call away for any future needs I may have.

Johnathan knows his stuff. He's ready to help anyone on any chapter of life. I have and will, continue to highly recommend him.

We initially started business with Johnathan seeking a Life Insurance quote and were blown away with how "ON IT" he is. It's so very difficult to find this in most businessmen these days but not Johnathan. We were so impressed! We're now refinancing with him. ?????

Johnathan, shared the Primerica Investments program prior to my retireing. He was very knowledgeable with the process, so when I was ready he set up my investment portfolio when I retired.

Johnathan is a friendly, clear, easy to understand and informative agent. I look forward to doing more business with PriMerica and Johnathan as my agent.

Strongly recommended! I have worked with this company and Johnathan for a few years and I am very satisfied with their services. Financial stability is an amazing feeling. You will be very happy with the outcome.

It's the perfect way to save money without being tempted to spend the money that you are trying to save. It's like an accountability partner! I love having this IRA because it's preparing me for my future at just 18 years of age.

J. Norton has been my financial advisor for over 15 years. I have elected to stay with him due to his professionalism, integrity, and honesty. I would highly recommend others who want to plan for their financial futures to enlist in his services.

Jonathan is great at understanding exactly what I wanted and made sure I felt satisfied with the products I was getting. He's a service oriented professional and made me feel comfortable working with him.

Johnathan Norton is professional, helpful, and responsive. I have been working with him for 3 years and he has always provided excellent customer service.

Mr. Norton was able to help me set up for my financial future. He is fully knowledgeable feel comfortable when he is explaining things to me. I've recommended him to friends and family.

I am grateful that my first experience was with Johnathan Norton. He was very informational, was patient with me, and answered my questions clearly.

My wife Lorna and I are firm believers in financial planning and insurance coverage. Jonathan and his staff at Primerica made investing and getting insurance coverage a real pleasure. Thank you Jonathan. Keep up the good work!

I always go through Primerica for my financial needs. Jonathan Norton has helped me out a lot from setting up mutual funds to transferring retirement. But they can do so much more! Seriously Primerica is the way to go!

Johnathan Norton and his team have been very helpful in handling my insurance needs for the last ten years. If there is a product I need that they cannot supply they have been happy to refer me to the right source as well.

Johnathan is great & very trust worthy. He's always there to answer any questions or concern you may have.

I've had wonderful experience with Jonathan Norton and his lovely wife. I have Primerica life insurance. The Norton family are very knowledgeable in Annuities, life insurance and more.

I need some help with my finances and Jonathan came through for me. Answered all my investment questions my life insurance questions gave me options that would work for me. I appreciate his dedication to see my financial future is secure

Thank you for helping me out Johnathan! The best leader!

The best service you can get Johnathan is always for whatever you need with smile and he makes me feel like family

Johnathan has been a great help and explained everything for me .. Got my life insurance secured for my family

He was always available, got me the lowest interest rate compared to others and closed in 21 days. I'm going to continue doing business with him for my next home purchase and I've already referred others to him. Highly recommend his services.

Great service. Great rates, Jonathon walked me through the whole process. Very professional. Answered every question promptly. Jonathon was a joy to do business with.

Jonathan's experienced knowledge and no pressure presentation of products is what I appreciated the most.

Very informed and polite. I really enjoyed meeting with them, and they made me feel very comfortable in my decision.

I love the atmosphere here. Everyone is so helpful. They really look out for your best interest. They help with retirement, life insurance , Morgage and ect?

My representative, Jonathan Norton, was so fantastic at answering my questions! His expertise helped clarify what I was unsure about, and guided me to what I needed!

Great Customer Service Skills, and experience, provides all information necessary to make a decision.

Very good company to be with.very fast at everything.primerica all the way.Johnathon Norton good and legit.

I'm happy ?? with johnathan jasper!!

Great products and even better representatives!! Don't take my word, give it a shot!!!

I was given great advise on how money works.

Good attitude good service

Great customer service

Thank you for all that you do!

(Translated by Google) I liked the plans at very low cost (Original) me gusaron los planes a muy bajo costo

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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