Jonathan P. Matrullo is currently a Partner at Aggregate Financial Group, an office of Baystate Financial, in East Providence, RI. As a financial advisor, Jonathan’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. 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. At Aggregate Financial, Jonathan utilizes the team approach and draws upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.
Jonathan holds a Bachelor of Science in Finance from Providence College, as well as an MBA from Bryant University. He has been in the financial services industry since 2007 and holds licenses in RI, MA, CT, NH, NV, NY, DE, FL, and TX. Jonathan also holds the LUTCF (Life Underwriter Training Council Fellow) designation and the LACP (Life and Annuity Certified Professional) certification.
He is the President of the Society of Financial Service Professionals of Rhode Island and a Past President of National Association of Insurance and Financial Advisors of Rhode Island. In 2018, Governor Gina Raimondo appointed Jonathan to the Governor’s Insurance Council for the State of Rhode Island. Additionally, Jonathan is a Qualifying and Life Member of the Million Dollar Round Table, The Premier Association of Financial Professionals®.
Outside of Baystate Financial, Jonathan consistently participates in Washington, D.C. fly-ins to advocate on behalf of his clients regarding possible law changes. He also helps with various charitable events and youth sports.
Jonathan is a life-long resident of Rhode Island and currently lives in Cranston with his wife and their two children.
- Insurance Strategies
- Investment Strategies
- Student Loan Refinancing
Check the background of this investment professional on FINRA’s BrokerCheckSee Jonathan’s Licenses and Disclosures