Jonathan has been with Planned Results and Raymond James for over 25 years. He focuses on financial planning and wealth management for individuals, families, small businesses, and non-profits.

Jonathan received a Bachelor of Science degree from Utica College of Syracuse University in Business Administration with a concentration in Finance. In addition, he holds a Certificate from the College of Financial Planning as well as his Series 7, 24, 31, 51, 63, 65 licenses, and is insurance licensed in New York State.

Jonathan devotes many hours to serving on non-profit boards in the area. He currently serves on the boards of the Oneida Community Mansion House, Oneida Healthcare Foundation, and the VVS Education Foundation. In the past he has served on the boards of the American Red Cross, Odyssey Sport Soccer Club, and the Oneida Performing Arts.