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Jonathan joins Lenox Advisors after spending ten years with the Cowan Financial Group where he specialized in comprehensive, estate, insurance and asset management planning. He spends a substantial amount of time in Los Angeles where he advises our institutional clients.
Jonathan is a CFP® designate, has a Certified Long Term Care designation and is a member of the College for Financial Planning.
While earning a Bachelor of Arts degree at the University of Arizona, he spent a semester in Washington, D.C. interning for a sitting New York senator. | 