Broker Check
Jonathan Knox, AIF®

I focus my experience on helping clients build confidence in their financial future. While strengthening the individual components of my clients’ financial plans, I see their big picture works in unison. Long before making recommendations and implementing plans, I help to create strategies and optimizes them to fit his clients’ unique needs.

“I tell my clients all the time – their financial planning is not about my opinion – it is about modelling based upon each person’s unique situation, educating my clients about the topic and empowering them to make the decision that is best for them and their family”

Products & Services

  • Financial Trajectory Analysis Business Succession Planning
  • Retirement Income Solutions Biz Equity
  • Personal Investments* Group Retirement Plans
  • Value Based Estate Planning Group Life & Disability Insurance
  • Life Insurance Medical Insurance
  • Disability & Long Term Care Insurance Fixed & Variable Annuities*

10+ years experience as a Financial Advisory
B.A. Degree, Molloy College in Rockville Centre, NY
Life & Health Insurance License
FINRA Series 6, 63 & 7 Licensed
Accredited Investment Fiduciary – FI360 designation
Wealth Management Specialist - Kaplan designation
Prudential Special Needs Planning Program Graduate
Penn Mutual Presidents Club 2010