Jonathan Knox

Jonathan Knox

A native of Melville, New York, Jonathan received his B.A. from Molloy College in 2003.   Upon graduation, he traveled to Belgium to study theology at Katholieke Universit of Leuven.  Jonathan began his career in financial services in 2006 when he joined LIfe Planning Group.  Jonathan specializes in value based financial planning and the use of life insurance, diability insurance, long term care insurance and investments to help accomplish family and business objectives.

Over the past year, Jonathan has been an advocate for Vison2020 and Worth for Women.  Vision 2020 is a decade long national initiative to promote gender equality while Worth for Women is a women's financial empowerment program designed by Penn Mutual - the presenting sponsor of Vision 2020.

Qualifications

• 5 years as a financial advisor
• B.A.  Molloy College, Rockville Centre, New York
• FINRA Series 6 & 63 Registrations
  
  This exam is administered by the Financial Industry Regulatory Authority (FINRA). Upon successful completion of the Series 6, an individual will have the qualifications needed to sell mutual funds and variable annuities
• Registered Representative of HTK

Personal

• Resides in Massapequa, New York
• Hobbies: Horseback riding, travelling, volunteer work and hiking
• Other Interests:  Theology, Philosophy and the New York Jets