In 1998, he joined JPMorgan Chase Bank and worked there for over a decade, in time becoming head supervisor of client associate relations within a retail branch. He also worked in the mortgage servicing industry before eventually joining New York Life in 2014.
During that time, Jonathan acquired his Life, Health, and Accident Insurance license as well as his Series 6 and 63 securities licenses. He is also a certified Notary Public. As a Registered Service Assistant, he supports the full scope of client servicing needs.
