Jonathan Massey

Jonathan Massey

President & Financial Coach

Retirement Planning Specialist

At Retirement Group

Jonathan Massey from his earliest memory has always been passionate; About people and creative vision. This combination of entrepreneurial and artistic spirit has driven him to build a practice focused on advising super-successful Business Visionaries and Creatives. 

Jon graduated from Bard College (where he was a two-time qualifier for the NAIA Cross Country National Championship), with a degree in American History, and from the University of Colorado at Boulder with a teaching certification in Secondary Social Studies.

In his early career he was an international account manager for Macmillan Publishing, in conjunction with the United States Information Agency, distributing a multi-media educational program, including a television show, teaching American English around the world.

In 1993, the same year he married his brilliant and beautiful wife Maria, Jon joined his late father, Marvin D. Massey, CLU, in Marvin's nationally acclaimed financial services practice started in 1959. Together they branded as The Massey Group.

In 2012, Jon continued his pursuit of providing a best-in-class financial consulting firm, with a wide array of specialization, by co-founding Envision Strategic Financial, LLC, serving as Managing Director.

And in January of 2020, Jon merged his team with that of his long-time outstanding money manager, Brian Patterson, to form Ascendancy Financial Group. With a deep roster of top professionals and back office staff, Ascendancy provides the highest level of white glove service and expertise in wealth management, insurance, business/group planning and benefits. As President and Financial Coach, Jon brings his clients all the resources needed for creative, visionary planning and execution.

As he nurtures and promotes for his clients, Jon enjoys a variety of interests and pursuits outside of helping lead a firm and coaching his clients. Jon is a lead singer and songwriter. His past band, The Pleasure Kings, for many years played some of the premier live music venues in New York City, including Kenny's Castaways and the Elbow Room. They released an album in 2019.  

As a solo artist and with his current band Reason For Being, Jon works mostly in the studio developing music for licensing in films, tv, and for commercial use.

Jon also has an ongoing music history project:
Mapping The DNA of American Music 1600-1959

 

My professional qualifications are:
Retirement Planning Specialist
Life & Health insurance in various states
FINRA Securities registrations:  Series  6, 7, 63, 65

 

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.                                                         

 

California Insurance License #: 0H12747


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.

Ascendancy Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 732-326-4913
Fax 732-862-1187
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