As the head of The Kleiman Wealth Management Group, Jonathan's role is to oversee portfolio management, estate planning and risk management by working with our clients' and prospects' other trusted advisors to formulate a concise wealth management plan. With more than 26 years experience as a Financial Advisor, Jonathan began his career with Prudential Securities, which became Wachovia. He moved to Morgan Stanley Smith Barney where he rose to Senior Vice President and Producing Suffolk County Complex Business Development Officer, a position he held until he joined UBS.
Jonathan received his bachelor degree in business management and economics with a concentration in personal finance from the State University of New York. He earned a Certificate in Financial Planning from C.W. Post LIU College and holds his Series 7, 63 and 65, as well as life, health and variable annuity licenses. Jonathan and his wife, Jennifer, reside on Long Island with their three daughters. Jonathan is active with numerous community charitable events, he mentors veteran's transition from the military into the private sector, and he serves on the board of Man Cave Health. In his spare time he enjoys cooking, golf and travel.
Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, WI