Jonathan’s dedication to helping individuals and small businesses build their financial futures is evident in every meeting.
His experience in helping his clients achieve a life well planned has resulted in a number of honors and prestigious recognitions within the financial services community including:
- Guide To America’s Top Financial Planners 2006-2007 - selected by Consumers’ Research Council of America, an independent research company based in Washington, DC
- ”D” Magazine Top Financial Planner – selected for the second time as one of Dallas’ top financial planners 2006-2007
- Elite Producer Group (EPG) – Earned membership to Equitable Advisor’s most prestigious advisor group comprised of distinguished, innovative and respected financial professionals within the company
- Instructor SMU in Dallas – taught core curriculum for CFP certification at Southern Methodist University in Dallas
Jonathan’s professional goal is to provide his clients with outstanding advice and consultation. He also regularly attends industry training and certifications programs and has completed the curriculums and passed the rigorous exams for:
- CERTIFIED FINANCIAL PLANNERTM (CFP®) professional
- Masters Business Administration (MBA-emphasis in investment analysis)
- NASD Securities Registrations: Series 7,65,63
- Additional FINRA Securities Registrations: Series 24 (registered securities principal) and Series 53 (registered municipal principal)
- Texas Life and Health Insurance
California Insurance License #: 0D10028
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond 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.