Jonathan Perry CLU®, ChFC®, CLTC
Login to view DISC.Jonathan Perry is a Senior Vice President at Lenox Advisors in New York, where he specializes in wealth management and estate strategies for high-net-worth clients. A graduate of New York University, he has been recognized by Forbes as a Top Financial Security Professional for consecutive years.
Before his finance career, Jonathan founded and served as CEO of JSP Cards & Collectibles, showcasing his entrepreneurial spirit. His history suggests a strong interest in collectibles and building ventures from the ground up. He also spent time studying abroad in Florence, Italy, during college.
Unique fact: He founded his own sports cards and collectibles company before entering the financial services industry.
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