Jonathan Greene

Field Director/Financial Advisor
516-705-9776

Education:

Briarcliff College

BBA Business Management, Finance, Marketing  

Registrations and Licenses:

Series 7, 63 & 65 Registrations 

Life, Health, P&C, Licenses

Jonathan Greene joined Allied Wealth Partners in January 2014, bringing with him 6+ years of experience in the Financial Industry. Jonathan has his series 7, 63, and 65 registrations. He is also Life & Health and P&C licensed in various states.

Jonathan is recognized for his client dedication, leadership, and excellence in all aspects of wealth management. Within his first two years at Allied Wealth Partners 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 is an international, independent association of life insurance and financial services professionals that provides its members with resources to improve their technical knowledge, sales and client service, while maintaining a culture of high ethical standards.

Jonathan’s practice is centered around assisting clients with Retirement Solutions, Life Insurance and Long-Term Care. He also assists the firm as a Field Director. He recruits and trains inexperienced and experienced financial advisors.  He generates and manages business strategies which can include prospecting strategies, case design, and implementation of financial plan recommendations. 

Jonathan also has been teaching an adult education series on preparing to plan for retirement for the last 7 years.  He delivers this classroom experience twice a year at Hofstra University in Hempstead, NY.  With an average class size of 20 students aged 50 – 70, he provides a comfortable learning environment bringing real life observations and experiences to help his students understand difficult concepts.

He and his wife Nora currently live in Roslyn, NY with their children, Ethan and Phoebe.

 

The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.