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
- Senior Wealth Partner @ (February 2024 - Present)
- Senior Wealth Management Associate @ (January 2018 - February 2024)
- Wealth Management Associate @ (March 2012 - January 2018)
- Financial Solutions Advisor @ (August 2008 - March 2012)
- Client Sales Associate @ (September 2006 - March 2008)
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
- Retirement Planning
- Risk Tolerance Analysis
- Cash Flow Management
- Strategic Financial Planning
- Financial Services
- Cash Flow
- Leadership
- Microsoft Excel
- Microsoft Word
- Portfolio Management
- Series 7
- Financial Analysis
- Investments
- Mutual Funds
- Finance
- Equities
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.
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