Howard Jonas Email & Phone Number
Vice President of Advanced Planning @ Highland Capital Brokerage
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Howard Jonas Location
- New Port Richey, FL, US
Howard Jonas Work
- Vice President of Advanced Planning @ (October 2023 - Present)
- Director of Advanced Sales @ (September 2010 - October 2023)
- President @ Trinity Wealth Management (February 2009 - September 2010)
- Director of Advanced Markets @ Western Reserve Life (April 2007 - February 2009)
Howard Jonas Education
- University of Maryland Global Campus
BA (Accounting)
2010-2013 - UMass Boston
BA (History/ Teaching Certificate)
1994-1996 - Northeastern University
BS (Criminal Justice)
1987-1992
Howard Jonas Skills
- 401(k) Retirement Savings Plans
- 401k
- Business Planning
- Disability Insurance
- Employee Benefits
- Estate Planning
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Health Insurance
- IRAs
- Insurance
- Investments
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Mutual Funds
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Sales Process
- Series 6
- Series 63
- Series 7
- Small Business
- Strategic Financial Planning
- Term Life Insurance
- Training
- Wealth
- Wealth Management
Howard Jonas Summary
- Howard Jonas, based in New Port Richey, FL, US, is currently a Vice President of Advanced Planning at Highland Capital Brokerage. Howard Jonas brings experience from previous roles at Crump Life Insurance Services, Trinity Wealth Management and Western Reserve Life. Howard Jonas holds a 2010 - 2013 BA in Accounting @ University of Maryland Global Campus. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Business Planning, Disability Insurance, Employee Benefits and more. Howard Jonas has 2 emails and 3 mobile phone numbers on RocketReach.
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