Jonathan has been in the financial services industry for over 13 years. He saw the need for financial education in his community and has made it his philosophy to help support and guide people into financial freedom. The most satisfaction Jonathan gets out of his career is from seeing his clients become more financially confident and stable than when they first met. After joining CFS, Jonthan has made an impact in our community by demonstrating his dedication and passion for recruiting new advisors. As a Managing Director, it is his mission to help new financial advisors develop and implement a process that helps them educate their clients about protection, growth, distribution, and legacy planning. Jonathan utilizes and educates new advisors on The Living Balance Sheet®, a single access comprehensive tool that allows clients to visualize and understand how every part of their financial world is working together.
Jonathan earned his Bachelor’s in Business Management from Washington College where he wrote his senior thesis on “Life Insurance: Asset Protection or Tax Shelter?”. During his time at Washington College, he was the Treasure of Kappy Sigma Fraternity, President of Hillel Chapter, and a member of The Student Government. Jonathan lives in Maplewood, NJ with his wife Anna Bookbinder and their two beautiful children Samuel and Daniel. Jonathan is an avid sports fan who loves the Yankees, Ranger, Jets, and Nets. In his free time, he enjoys spending time with his family, scuba diving, and photography.
Licenses
Life & Health
SIE
Series 6
Education
BS Business Management, Washington College
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
