As a Financial Advisor and Investment Advisor Representative Jonathan’s mission is to assist individuals, families, and business owners in defining their financial goals and achieving financial freedom. He takes the time to understand each client’s unique circumstances, needs and aspirations and is trained and licensed to provide tailored strategies that promote financial stability and growth. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. Whether it’s investing for the future, managing assets or protecting wealth, Jonathan offers sound advice and support at every step. At Baystate Financial, Jonathan utilizes a team approach and draws upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.

Jonathan holds a B.A in Economics from Tel Aviv University. He has been in the financial services industry since 2005 and holds FINRA Series 6, 7 and 63 and insurance licenses. Jonathan lives in Waltham, MA. During his free time, he enjoys cooking and traveling.