Jonathan Stone

Jonathan Stone is an experienced financial planning analyst currently serving as an Associate Analyst at Commonwealth Financial Group since October 2018. In this role, Jonathan reviews and analyzes data to assist financial advisers in enhancing clients' financial situations, while also holding a registration with MML Investors Services, LLC. Previously, Jonathan worked as a Client Account Administrator and Relationship Banker at Santander Bank, where responsibilities included providing exceptional customer service and meeting sales expectations. Prior experience at TD involved engaging customers to understand their financial needs while working in various customer service roles. Jonathan's early career included teaching and graphic design positions, as well as administrative support while pursuing a Bachelor of Science in Public Relations with double minors in Marketing and American Studies from Suffolk University.