Jonathan Perry is a Senior Vice President at Lenox Advisors who joined the team in 2011. He is responsible for working with both high net worth, and corporate clients of the firm. With his individual clients, Jonathan develops comprehensive estate, insurance and wealth management strategies. With his corporate clients, he structures in-depth employee benefits strategies and executive carve-out programs.
Prior to joining Lenox, Jonathan worked for the Northwestern Mutual Financial Network for 4 years, where he was the recipient of several production achievement awards. He holds a FINRA Series 6, 7 and 63 Registration (Investment Company Products/Variable Contracts Limited Representative) and is Life & Health insurance licensed in AZ, CA, CO, CT, FL, IL, MD, NC, NJ, NY, NV, WA, WV and Washington D.C.
Jonathan graduated form New York University in 1998 with a B.A. degree Philosophy and History, and spent time studying in Florence, Italy.
For Jonathan’s complete licensing information click here.