Broker Check
Jonathan Lennox, CFP®

Jonathan Lennox, CFP®

Wealth Manager

Jonathan is a CERTIFIED FINANCIAL PLANNER™.  Jonathan holds series 7, 24, 31, 53, 66 and SIE licenses.  He has more than two decades of experience in the financial service industry, with knowledge and experience in the areas of retirement planning, military transition assistance, estate planning, risk management, business sales, income/tax and investment strategies. 

Jonathan and his wife enjoy participating, watching, and coaching sports with their daughter.