Jonathan D. Stone, CFP

Jonathan D. Stone, CFP

Retirement Planning Specialist

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Phone: (631) 462-6527
Fax: (631) 462-6529
E-mail:
 

 Jonathan started in the financial services industry in 1980. He became a CERTIFIED FINANCIAL PLANNER™ professional in 1990 through Adelphi University. He is a member in good standing in the following organizations: Certified Financial Planner Board of Standards, The National Association of Insurance and Financial Advisors, and the LI Financial Planning Association.

Jonathan has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning*.

Jonathan specializes in Retirement and Estate Planning strategies, managing pension programs for both corporate and not-for-profit organizations, as well as managing assets for high net worth individual clients.

Jonathan was inducted into the Equitable Hall of Fame in 1994. In 2009 he received Equitable’s Silver Medal of Honor and reached the Hallmark II milestone.

Jonathan is active in his community and has served as Chairman, Treasurer, and trustee for the South Huntington Educational Foundation. Jonathan lives in Melville, NY with his wife Janet, son Adam, and daughter Jessica.

 

" CFP®, CERTIFIED FINANCIAL PLANNER(tm) and CFP (flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements. "
"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC
1670 Broadway, Suite 600, Denver, CO 80202-4809"

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

 

AXA Equitable Life Insurance Company (NY, NY), AXA Advisors and AXA Network are affiliated companies.

 

  

 

AGE 54235 (3/10)

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.