About Us

About Jonathan

Jonathan is a Certified Financial Planner™ Professional (CFP®) who began his career in financial services in 2010. 

Having seen many people’s lives permanently altered by a lack of risk management planning within their financial plan, Jonathan’s approach to comprehensive financial planning factors in life’s expected but also potentially unexpected changes.  Jonathan’s multi-step planning process will factor in all your goals and track your progress toward achieving them. 

As a client of Jonathan’s, you will have an advocate, a coach, and an accountability partner that will keep you focused on the right path toward achieving your goals.  With his regular reviews and follow up meetings, your plan’s progress will always be up to date and he will be there to address whatever circumstances life throws your way. 

Jonathan grew up in Syracuse, NY and is a graduate of Temple University.  In his free time, Jonathan enjoys spending time with his family, volunteering for the numerous organizations he supports and avidly cheering on his favorite sports teams.

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California Insurance License #: #4123484

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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