About Us

Jonathan D. Stone, CFP

At Retirement Group Retirement Planning Specialist
Phone: (631) 462-6527
Fax: (631) 462-6529

 Jonathan started in the financial services industry in 1980. He became a CERTIFIED FINANCIAL PLANNER™ professional in 1990 through Adelphi University. He is a member in good standing in the following organizations: Certified Financial Planner Board of Standards, The National Association of Insurance and Financial Advisors, and the LI Financial Planning Association.

Jonathan has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning*.

Jonathan specializes in Retirement and Estate Planning strategies, managing pension programs for both corporate and not-for-profit organizations, as well as managing assets for high net worth individual clients.

Jonathan was inducted into the Equitable Hall of Fame in 1994. In 2009 he received Equitable’s Golden Life Award in 2014 and reached the Hallmark III milestone in 2016.

Jonathan is active in his community and has served as past Chairman, Treasurer, and trustee for the South Huntington Educational Foundation. Jonathan has also served on the Board for Tee Off 4 Autism. Jonathan lives in Melville, NY with his wife Janet.

 

" CFP®, CERTIFIED FINANCIAL PLANNER(tm) and CFP (flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements. "

"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC

1670 Broadway, Suite 600, Denver, CO 80202-4809"

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

 

Equitable Life Insurance Company (NY, NY), Equitable Advisors and Equitable Network are affiliated companies.

 

  

 

AGE 54235 (3/10)

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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