Chfc® Jonathan Perry Clu® Cltc

Jonathan Perry worked as a Senior Vice President at Lenox Advisors since 2011. Prior to that, they were a Financial Representative at Northwestern Mutual from 2007 to 2011. Jonathan also founded and served as the CEO of JSP Cards & Collectibles from 2000 to 2007. In addition, they had a role as a Mutual Fund Accountant at Jennison Associates from 2000 to 2002.

Jonathan Perry CLU®, ChFC®, CLTC began their education at New York University in 1994, where they pursued a Bachelor's Degree in Philosophy and Art History, completing their studies in 1998.

Following their undergraduate education, Jonathan Perry furthered their professional development by obtaining additional certifications from The American College of Financial Services. In February 2018, they obtained the Chartered Financial Consultant® (ChFC®) certification. In April 2018, they obtained both the Chartered Life Underwriter® (CLU®) certification.