Jonathan Greene

Field Director/Financial Advisor

Education:
Briarcliffe College

BBA Business Management, Finance, Marketing  

 

Registrations and Licenses:

FINRA Series 6 & 63 Registrations 

Life, Health, P&C, Licenses

Jonathan Greene joined Allied Wealth Partners in January 2014. He previously worked as a financial advisor at New England Financial for six years. At Allied Wealth Partners, his skill and ability to guide his clients grew. Within his first two years with AWP he became a member of Securian Financial Services’ Senate Club in 2015.

In 2016, Jonathan became a member of the Million Dollar Round Table (MDRT). MDRT is global, independent organization founded in 1927 with more than 43,000 of the world’s life insurance and financial services professionals from more than 500 companies and 67 countries. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

Jonathan also assists the firm as a Field Director. As field director Jonathan recruits and trains inexperienced and experienced financial advisors.  He creates and manages business strategies which can include prospecting strategies, case design and implementation of financial plan recommendations. 

Jonathan currently lives in Great Neck, NY with his wife Nora and son Ethan.

Contact Information:

Allied Wealth Partners

50 Charles Lindbergh Blvd, Suite 420

Uniondale NY 11553

Phone: 516-705-9776

Cell: 516-528-5618

Fax: 516-705-9750
Email: jgreene@alliedwealthpartners.com

Jonathan Greene is a registered representative of Securian Financial Services, Inc. Securities services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and you are under no obligation to follow them. 1673835 1-2017