Brian Jonas Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ @ LPL Financial
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Brian Jonas Location
- Laconia, NH, US
Brian Jonas Work
- 1995 -now CERTIFIED FINANCIAL PLANNER™ @
- 1993 -1995 Financial Advisor @
- 1989 -1993 Financial Advisor @ GNA Securities
Brian Jonas Education
- College for Financial Planning
CFP® (Financial Planning)
1991-1993 - Bryant University
BS (Business Administration, Psychology)
1982-1986
Brian Jonas Skills
- Estate Planning
- Financial Advisory
- Series 63
- Fixed Annuities
- Bonds
- Indexed Annuities
- Insurance
- Retirement Planning
- Wealth Management Services
- IRAs
- Variable Annuities
- Series 6
- Cd
- 401k
- Investment Advisory
- Wealth Management
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- FINRA
- Stocks
- International Accounting
- Insurance Planning
- Strategic Financial
- REIT
- Retirement
- Series 65
- Series 7
Brian Jonas Summary
- Brian Jonas, based in Laconia, NH, US, is currently a CERTIFIED FINANCIAL PLANNER™ at LPL Financial. Brian Jonas brings experience from previous roles at Invest Financial and GNA Securities. Brian Jonas holds a 1991 - 1993 CFP® in Financial Planning @ College for Financial Planning. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Fixed Annuities, Bonds and more. Brian Jonas has 5 emails and 1 mobile phone numbers on RocketReach.
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