Our Regional Vice Presidents
Jonathan Zollo has been a financial professional since 1996 and has helped numerous individuals and small businesses with their wealth accumulation and estate preservation planning. Jonathan is particularly experienced at helping owners of closely held businesses protect their assets, provide cost-effective employee benefits and supplemental retirement plans.
“My goal is to provide individuals and business owners with comprehensive investment, insurance and asset preservation services. Our program of integrated planning helps offer balanced and flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well–conceived plan designed to help you achieve optimum performance and exceptional value.”
Education and Related Experience:
- Bachelors of Arts in Finance; University of South Florida, College of Business Administration
- FINRA Registration Series: 7, 6, 66
- FloridaStateResident Life, Health & Variable Annuity Insurance Licensed
Accreditations and Professional Affiliations:
- CERTIFIED FINANCIAL PLANNER ™ professional
- Certificate in Retirement Planning from The Wharton School of Business, University of Pennsylvania
- Member of the Tampa Bay Estate Planning Council
- Qualifying Member of the Million-Dollar Roundtable through The Premier Association of Financial Professionals®
- Recipient of AXA Advisors, LLC Centurion Award
- Financial Advisor of AXA Advisors, LLC
Community and Civic Organizations:
Leadership and Music Instructor for the Tarpon Springs High School Music and Leadership Conservatory
Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.
CA license #OK46526
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