Howard Jonas

Howard Jonas, ChFC, CLU, REBC, CASL, currently serves as Vice President of Advanced Planning at Highland Capital Brokerage as of October 2023. Previously, Jonas held the position of Director of Advanced Sales at Crump Life Insurance Services from September 2010 to October 2023, where responsibilities included providing technical support to financial advisers in estate planning, charitable planning, wealth transfer, and business succession planning, resulting in a 180% revenue increase for specific advisers through the implementation of business insurance workshops. Prior to Crump, Jonas was President of Trinity Wealth Management, focusing on advanced planning for business owners and high net worth individuals from February 2009 to September 2010, and served as Director of Advanced Markets at Western Reserve Life from April 2007 to February 2009, managing advanced sales support, publications, speaking engagements, and training. Academic qualifications include a BA in Accounting from the University of Maryland Global Campus, a BA in History with a Teaching Certificate from UMass Boston, and a BS in Criminal Justice from Northeastern University.