I want to empower you financially through education and collaboration. I help individuals and businesses better prepare for retirement, by implementing thoughtful and suitable financial strategies.
As an LPL Financial Advisor, my services are backed by the nation?s largest independent broker-dealer*. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm?s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm?s tools and resources to help them provide financial guidance and recommendations to help meet their clients? needs. For more information about LPL Financial.
My office works with pre-retirees, individuals who are already retired, and business owners, as they navigate through the financial ups and downs of life. My clients have important questions regarding retirement, estate, and investment planning?questions that deserve the kind of answers you can?t find with search engine results.
I provide answers, plans, and comprehensive strategies that will help you relax and enjoy life.
Schedule a free appointment to see how I can help you plan your future. You have nothing to lose, and a lifetime of financial confidence to gain.
|Firm Start Year:||2006|
|States Licensed in:||NY, NJ, IN|
|Number of Years with Current Firm:||1|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life , Health , Disability , Annuity , Variable Life , Long Term Care , Variable Annuity|
Jonathan Bostwick is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NJ, NY
Jonathan Bostwick is the President and Wealth Management Advisor of an independent financial services office in New York State, and is affiliated with LPL Financial. Serving clients in the financial industry, Jonathan worked with Edward Jones, HSBC, and JP Morgan Chase prior to opening his financial planning office.
Passionate about helping his clients make sense of retirement and investing, Jonathan is committed to keeping current on changing laws (including new tax legislation) and regulations. In order to best serve his clients, Jonathan currently holds his Series 7 and 66 securities licenses with LPL Financial, as well as his Insurance license.
Outside of the office, Jonathan is an avid reader of fiction, and enjoys spending as much time with his family, including his grandchildren, as possible. Passionate about ancient history and politics, if it werent for his financial services profession, Jonathan would have likely pursued a career as a college professor.
|Middle Island||Miller Place|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|