Jonathan Taylor in

Jonathan Taylor

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Eveready Financial | Founder & CEO at Northwestern Mutual
📍 New York, New York, United States

Jonathan is the Founder and CEO of Eveready Financial at Northwestern Mutual. An engineer by training with degrees from Stevens Institute of Technology and Rochester Institute of Technology, he applies a problem-solving mindset to financial planning. People he works with consistently describe him as caring, knowledgeable, and professional, and he has been recognized by Forbes as a Best-In-State Financial Security Professional.

As a fourth-generation businessman, Jonathan honors his familys entrepreneurial legacy. Before his career in finance, he modernized and grew his familys wholesale hardware business before its acquisition. He named his current firm, Eveready Financial, to commemorate what would have been the 90th anniversary of his familys original company, grounding his practice in a long history of service and integrity.

Unique fact: He successfully transitioned from running his familys hardware company to becoming an award-winning financial planner.

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Experience
18 Years
Current Role
Eveready Financial | Founder & CEO
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jonathan cares about

Entrepreneurial Legacy
As a fourth-generation businessman, he named his financial firm to honor the 90-year legacy of his family's hardware business, which he previously ran.
Financial Planning
He focuses on creating tailored, long-term financial plans that provide clients with clarity and confidence to achieve their goals.
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Career

Work history

10-2023
Eveready Financial | Founder & CEO
Northwestern Mutual
7-2022
Field Technology Committee
Northwestern Mutual
9-2021
Plan Automation Co-Creation Team Lead
Northwestern Mutual
6-2021 - 6-2022
Growth & Development Director
Northwestern Mutual
12-2020 - 5-2021
Field Director
Northwestern Mutual
In the press

Media appearances

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Education
2004 - 2008
Bachelor of Science
Rochester Institute of Technology
2008 - 2009
Bachelor of Engineering
Stevens Institute of Technology
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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