Broker Check
Jonathan Knox

Jonathan Knox

Financial Advisor

I joined my father Jim Knox, partner at Life Planning Group over 12 years ago. 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*

 

Qualifications

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

 

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