Krim Associates
Jonathan Peters has extensive experience in the financial sector, spanning over 30 years. Currently serving at Krim Associates since March 2014 as a financial planner, Jonathan focuses on creating comprehensive financial plans that address all potential gaps to ensure clients are safeguarded against financial risks. Prior to this role, Jonathan worked as an Independent Financial Advisor and held various positions at Wall Street, including Professional Equity Trader for nearly three decades. Jonathan rose to Senior Vice President of Equity Trading at Vandham Securities and served as Vice President and Senior Equity Trader at Knight Securities. Jonathan began the career as an Equity Trader at Nash Weiss & Co. and studied at Bergen Community College and Kutztown University of Pennsylvania.
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Krim Associates
The professionals of Krim Associates specialize in identifying solutions for the planning challenges faced by hard working, successful business owners, professionals, executives, and retirees - all responsible, respected leaders in their professions, industries, and communities. As advisors, we have developed a thorough understanding of the unique problems and opportunities that confront this group of people. This, coupled with extensive knowledge of and experience with innovative planning strategies, translates into an ability to offer you the information and advice you need to help make educated decisions. Together we can help to achieve consistent and measurable results for you and all those affected by your financial decisions. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Krim Associates is not affiliated with Kestra IS or Kestra AS. "This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. " Investor Disclosures: https://www.kestrafinancial.com/disclosures