ADVISOR BIO

Jonathan Frucce is a financial advisor registered with Morgan Stanley. Jonathan has been in the financial services industry since June 2007, and is registered in 28 states as well as the District of Columbia. Jonathan is licensed to offer securities and investment advisory services. Prior to joining Morgan Stanley, Jonathan worked at UBS Financial Services Inc. Jonathan has earned the Certified Financial Planner designation. Jonathan's office is located at 225 Asylum Street, 14Th Floor in Hartford, CT.

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ADVISOR BIO

Jonathan Jarow is an investment advisor representative at Herbert J. Sims Capital Management, Inc., a registered investment advisor. Jonathan is also a supervisor of activity conducted for HJ Sims Capital Management’s Boca Raton location. Jonathan has been working in the financial services industry since June 2006. His firm provides customized investment management services to high-net-worth individuals, associated trusts, estates, pension and profit-sharing plans, and other legal entities. Jonathan focuses on providing investment advice and guidance to clients on a variety of investment strategies.

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ADVISOR BIO

Jonathan William Papp is a financial advisor currently working at Wells Fargo Clearing Services, LLC in Westport, CT. Jonathan has been in the financial industry since 2005 and is licensed in 23 states. Jonathan has obtained his Series 66, Series 7 and SIE licenses. Jonathan also holds the Certified Financial Planner designation. Jonathan's previous experience includes a role at A. G. Edwards & Sons, Inc..

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ADVISOR BIO

Jonathan Michael Ackerhalt is a financial advisor with Foreside Fund Services, LLC, a company that offers fund administration services. Jonathan began his career in the financial industry in 2007 and has a wide range of experience. He has earned numerous licenses and registrations, including the Series 7, 24, and 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and is active in 53 states.

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ADVISOR BIO

Jonathan E. Snyder is a financial advisor who has been in the industry since 2007. Jonathan is currently registered with Morgan Stanley, and was previously registered with CITIGROUP GLOBAL MARKETS INC.. Jonathan holds FINRA Series 66, Series 7 and SIE licenses and is registered in a number of states. Jonathan specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars to individuals, businesses, and investment companies. Jonathan is also a registered investment advisor.

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ADVISOR BIO

Jonathan Wiley is a registered investment advisor representative with Wiley Capital Partners, LLC. Jonathan has been in the financial industry for over 15 years, and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Jonathan previously worked at Cadaret, Grant & Co., Inc., Cambridge Investment Research, Inc., Voya Financial Advisors, Inc., and National Securities Corporation. Jonathan holds a Series 66, Series 30, SIE, Series 3, and Series 7 licenses.

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ADVISOR BIO

Jonathan Chase is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan has been in the financial services industry since March 21, 1984 and is currently registered in Connecticut, New York, Texas and Vermont. Jonathan also has a Series 65 license for Investment Advisor Representatives, and holds a Series 3, 7, 8, 9, 10, 15, and SIE license. Jonathan has over 39 years of experience in the financial services industry. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Jonathan was registered with WACHOVIA SECURITIES, LLC, PRUDENTIAL SECURITIES INCORPORATED and LEHMAN BROTHERS INC.

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ADVISOR BIO

Jonathan Paul Savona is a financial advisor with Voya Financial Partners, LLC. Jonathan's career in the financial services industry began on October 16, 2007. Jonathan has earned the Series 63, Series 7 and SIE licenses. He has been registered with FINRA since June 12, 2008 and is registered in 52 states. Jonathan was previously employed with VOYA FINANCIAL ADVISORS, INC. and GUNNALLEN FINANCIAL, INC. Jonathan Savona has a wide range of experience in the financial services industry and is well-equipped to provide clients with personalized financial advice.

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ADVISOR BIO

Jonathan Farens is a financial advisor at LPL Financial LLC. Jonathan has been in the financial industry since November 12, 2014. Jonathan is registered with the state of Connecticut and holds Series 63, Series 66, Series 7 and SIE licenses. Jonathan has been registered with the state of Connecticut since December 14, 2015. Jonathan also has registrations in 17 other states. Jonathan provides investment advisory services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients.

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ADVISOR BIO

Jonathan Abesames Naga is a registered representative with Williams Trading LLC. Jonathan has been in the financial services industry since 2003. Jonathan has Series 7, 3, 55, 63 and SIE licenses. Jonathan is registered in 29 states and has experience with several firms, including Albert Fried & Company, LLC and Goldman, Sachs & Co.

SPECIALIZATIONS