Jonathan has been working in the financial industry and meeting his client’s wealth management needs for over 10 years. He is a skilled and reliable advisor and colleague that thrives on building strong partnerships with his clients in order to meet their financial goals while celebrating their personal and professional successes. Jonathan specializes in investment strategies, retirement planning and estate planning as well as overall wealth management. Over the years, Jonathan has refined his skills and accumulated invaluable knowledge of the industry allowing him to meet the unique and individual needs of each of his clients.
As a Financial Advisor, Jonathan has obtained his Series 7 and 66 securities licenses along with life and health insurance licenses. Prior to his affiliation with Woodbury Financial, Jonathan was a Private Client Advisor for JP Morgan Chase Bank and a Financial Advisor for Morgan Stanley. Now, as an advisor with Woodbury Financial, he is provided with the resources and technologies needed to focus on his top clients.
Jonathan is a graduate of Seton Hall where he met his wife Nicole and they are now raising their three children together in New Jersey. Outside of the office Jonathan enjoys spending time at the beach, surfing, playing ice hockey and spending time with his family.