Skip to main content
MassMutual financial professional.

Jonathan Perryemail

Jonathan Perryemail



Professional Story

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, DC, DE, FL, GA, IA, IL, MA, MD, NC, NJ, NY, NV, PA, SC, TX, 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.

Education

New York University


Languages: English


Credentials: CLU®, ChFC®, CLTC


Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Charitable Giving, Group Benefits, Risk Management Strategies, Estate Planning, Business Succession Planning


Check the background of this investment professional on FINRA's BrokerCheck

Connect with Jonathan

*= Required


By submitting this request, I agree to receive e-mails and phone calls using automated technology from MassMutual, its financial professionals, affiliates or vendors on its behalf regarding MassMutual products and services, at the e-mail address and phone number(s) above, even if it is for a wireless phone. I understand I can contact a local financial professional directly to make a purchase without consenting to receive calls from MassMutual.