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Jonathan Alexander CFP®

Jonathan Alexander CFP®

Executive Fellow

location of Jonathan Alexander CFP®Equitable Advisors

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  • Timeline

  • About me

    Helping People With Straightforward, Easily Understandable Financial Advice

  • Education

    • Temple University

      2003 - 2007
      BA Political Science

      Activities and Societies: Alpha Epsilon Pi, Student Alumni Association, Order of Omega, Hillel, University Disciplinary Committee

  • Experience

    • Alpha Epsilon Pi

      Jun 2007 - Apr 2008
      Executive Fellow

    • Raymour & Flanigan Furniture and Mattresses

      Aug 2009 - Jun 2010
      Home Furnishings Advisor

    • Lincoln Financial Distributors

      Jun 2010 - Aug 2017
      MoneyGuard Specialist

    • AXA Advisors, LLC

      Aug 2017 - Dec 2019
      Financial Planner

      AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d

    • Equitable Advisors

      Jan 2020 - now
      Financial Planner

      CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

  • Volunteer Experience

    • NextGen and Commission for Jewish Life and Learning Board Member

      Issued by Jewish Federation of Greater Philadelphia on Aug 2010
      Jewish Federation of Greater PhiladelphiaAssociated with Jonathan Alexander CFP®