Jonathan brings 20 years of experience in the financial services and investment industry to his role as a Financial Advisor with Team Howarth of Barnum Financial Group. He concentrates on providing investment advice, financial strategies, and retirement distribution planning to individuals and their families. Jonathan works closely with each client to identify and set goals, develop custom strategies, and implement specific plans.
Before joining Barnum in 2018, Jonathan served as Director of Wealth Management for Hooker & Holcombe Investment Advisors (HHIA) for over 5 years, where he developed service models, investment strategies, as well as marketing and operational processes to build a private client division. Prior to this, he was a Financial Advisor with Financial Services Advisory, Inc., where he was responsible for managing client relationships, providing investment advice, and overall financial strategies. Jonathan spent the first 11 years of his career with Charles Schwab where he managed a large private client practice assisting clients with portfolio construction, investment analysis, and financial planning.
Jonathan earned a Bachelor of Science in Business Administration from the University of Massachusetts, Amherst, as well as a Certificate in Financial Planning from Quinnipiac University. He also holds his series 7 and 66 securities licenses. Jonathan is a Retirement Income Certified Professional (RICP®), an Accredited Asset Management Specialist (AAMS®) and has completed the Accredited Investment Fiduciary® (AIF®) program sponsored by Fi360. Jonathan also has his Life and Health licenses. He has been involved in the West Hartford community as a coach for many youth sports programs. In his free time, Jonathan enjoys playing golf, hiking, attending all of his kids’ events and spending time with family. Jonathan currently resides in West Hartford with his wife Tracy and their three children, Sophia, Aaron and Celia.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.