Jonathan has been a financial professional since 2001 and is responsible for creating and executing financial plans for a wide range of clients. Jonathan specialized in Behavior Finance, in which he is dedicated to helping individuals and businesses meet their retirement, estate strategy, and wealth management goals.
Formerly Executive Vice President of DeLiso Wealth Management, Jonathan is one of the founding partners of FourFront Group.
A former college athlete, Jonathan works with several coaches, educators, and athletic directors with a penchant for using coaching as his inspiration for financial planning. He grew up in Colts Neck, New Jersey and graduated Muhlenberg College with a degree in Business Management and Communications.
Jonathan currently resides in Wall, New Jersey with his wife, son, and daughter.
- Holds FINRA series 7, Series 66 and Life and Health Insurance
- Licensed and/or registered and serving clients in AZ, CA, CT, DE, FL, GA, MA, ME, NC, NH,
NJ, NY, PA, SC, VA, WY
- CA Insurance Lic# 0L85481
- Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).