Jonathan has been a successful part of the Retirement Benefits Group and financial professional since 2001. He is responsible for servicing a wide range of clients and 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 the FourFront Group. A former college athlete, Jonathan works with a number of coaches, physical education teachers, 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 and their son.
- Holds FINRA series 7, Series 66 and Life and Health Insurance
- Licensed and serving clients in AZ, CA, CT, DE, FL, GA, MA, ME, NC, NH,
NJ, NY, PA, SC, VA, WY
- CA Insurance Lic# 0L85481