Jonathan Shen Email & Phone Number

Associate Wealth Advisor @ Sax Wealth Advisors, LLC

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Jonathan Shen's Location

United States

Jonathan Shen's Work

Associate Wealth Advisor @ Sax Wealth Advisors, LLC
Financial Consultant @ LPL Financial
Private Client Banker @ JPMorgan Chase Bank, N.A.

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Financial Representative @ National Life Group

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Jonathan Shen's Education

Rutgers University-New Brunswick
Bachelor of Arts (B.A.)

Jonathan Shen's Skills

403 b
IRAs
Variable Annuities

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Indexed Annuities
Retirement Planning
Life Insurance
Mutual Funds

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Jonathan Shen's Summary

Jonathan Shen, based in United States, is currently a Associate Wealth Advisor at Sax Wealth Advisors, LLC, bringing experience from previous roles at LPL Financial, JPMorgan Chase Bank, N.A. and National Life Group. Jonathan Shen holds a Bachelor of Arts (B.A.) @ Rutgers University-New Brunswick. With a robust skill set that includes 403 b, IRAs, Variable Annuities, Indexed Annuities, Retirement Planning and more, Jonathan Shen contributes valuable insights to the industry. Jonathan Shen has 1 email on RocketReach.

Jonathan Shen Email Address

Found 1 email address listing:

@aol.com

Jonathan Shen Phone Number

Found 1 phone number:

973903XXXX

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