Jonathan Barrett, CLU, ChFC, CFP

Jonathan Barrett, CLU, ChFC, CFP

Partner

Retirement Planning Specialist

At Retirement Group

I am a CERTIFIED FINANCIAL PLANNER professional and offer comprehensive financial planning to individuals and small corporations. I examine the specific protection and financial needs of each individual client within the context of their short-term and long-term goals; cash reserve lifestyle needs; projected retirement requirements; liquid investment income; family and/or professional circumstances. I provide a comprehensive view of each client's over all financial picture while helping them address today's goal and successfully plan for their future dreams in a realistic manner. Everything discussed is confidential. Some example of specific services I provide are: Retirement Planning, 401(k)'s, IRA's, Pension Plans. College Planning, 529's, Coverdell plans. Stocks, Bonds, Mutual Funds, Annuities. Risk Management, Life Insurance, Long Term Care, Disability, and Health Insurance.

Personal Info

I graduated from Fairfield University in 2006 with a BS in Computer Science and Mathematics, where I also competed on the diving team for all four years.  I received my Certificate in Retirement Planning from The Wharton School of Business at the University of Pennsylvania in 2012, and attended a program at the Harvard School of business for investment management and portfolio construction.  In 2016 I obtained my CLU, Chfc, and most notably my CFP designations from the American College of Financial Services.

- I devote a large amount of my time to my family, my community, charity, and service above self organizations.  I serve as the Immediate Past President of the Rotary Club of the Caldwells, I am the Chairman of the Caldwell Street Fair, and I serve on the board of the directors for Help The Children Hear and the Dominican Republic Relief Organziation, which are all recognized 501(c)(3) charities.  I have also been an active participant in the Big Brother Big Sister program for 9 years.

- I have built my life and my practice around helping others on an every day basis with honesty and integrity which I believe has proven to be an integral role in my career.

 

 

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

The Retirement Planning Specialist title is awarded by AXA 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 AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA 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 AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

California Insurance License #: 0L29378


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.

Ascendancy Wealth Management, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 732-326-6124
Fax 732-326-4900
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