Principal & Managing Director

Jonathan is Principal and Managing Director of the CERES Financial Group, Inc. a firm he founded in 2000 after managing a financial planning practice since 1998.  He began his career in financial services in 1991 and has experience in financial planning, banking, investments, insurance and retirement planning.  In his career he has presented over 400 seminars and individually counseled thousands of people on financial planning, retirement planning and investments. 

  • B.S. Northeastern University, 1991
  • 32 years experience in banking, financial planning, business planning, investments, insurance and retirement planning
  • RFC® Registered Financial Consultant, IARFC, since 1998
  • CFS® Certified Fund Specialist, Institute of Business and Finance
  • CMFC® Chartered Mutual Fund Counselor, College of Financial Planning, 1997
  • Registered Representative, Osaic Wealth, Inc. since 1998
  • Security Registrations 7, 6, 63, 65
  • Insurance Registration in Florida and Massachusetts
Phone 239-344-9785