Jonathan Khalavsky Email & Phone Number

Senior Wealth Partner @ Endurance Wealth Partners

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Jonathan Khalavsky Location

New York, NY, US

Jonathan Khalavsky Work

2024 - now Senior Wealth Partner @ Endurance Wealth Partners
2018 - 2024 Senior Wealth Management Associate @ FFP Wealth Management, Inc
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2012 - 2018 Wealth Management Associate @ FFP Wealth Management, Inc
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2008 - 2012 Financial Solutions Advisor @ Merrill Lynch
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2006 - 2008 Client Sales Associate @ UBS Group AG
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Jonathan Khalavsky Education

Fairleigh Dickinson University
(Finance)
2008 - 2010
City University of New York-Baruch College - Zicklin School of Business
BBA (Financial Planning and Services)
2004 - 2008

Jonathan Khalavsky Skills

Financial Planning
Investment Strategies
Excel

PowerPoint
Word
QuickBooks
Estate Planning
Wealth Management
Wealth Preservation Planning
College Education Planning

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Jonathan Khalavsky Summary

Jonathan Khalavsky, based in New York, NY, US, is currently a Senior Wealth Partner at Endurance Wealth Partners. Jonathan Khalavsky brings experience from previous roles at FFP Wealth Management, Inc, Merrill Lynch and UBS Financial Services. Jonathan Khalavsky holds a 2008 - 2010 Fairleigh Dickinson University. With a robust skill set that includes Financial Planning, Investment Strategies, Excel, PowerPoint, Word and more. Jonathan Khalavsky has 2 emails and 2 mobile phone numbers on RocketReach.

Jonathan Khalavsky Emails

Found 2 emails

Jonathan Khalavsky Phone Numbers

Found 3 phone numbers

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