Associate Wealth Advisor
Jonathan (Jon) is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Jon worked as a financial consultant at Equitable Advisors in Morristown, New Jersey. Jon earned a Bachelor of Science with a major in Finance and a minor in Economics from Fordham University’s Gabelli School of Business. He currently resides in Westfield, New Jersey and enjoys spending time with friends and family, snowboarding, and watching the New York Mets and Liverpool Football Club.