Jonathan Greene

Education:

Briarcliff College

BBA Business Management, Finance, Marketing  

Registrations and Licenses:

FINRA 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 with the Financial Industry Regulatory Authority (FINRA). 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 Securian Financial Services’ Senate Club. In 2016, he 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.

Jonathan Greene is a registered representative and investment advisor representative of Securian Financial Services, Inc.
 

^{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.}