Jonathan Stone,  CFP®

Jonathan Stone, CFP®

Retirement Planning Specialist

At Retirement Group

Jonathan Stone started in the financial services industry in 1980. He became a CERTIFIED FINANCIAL PLANNERTM 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, the Financial Planning Association, the Nassau Life Underwriters Association. Jonathan was inducted into AXA's prestigious Hall of Fame in 1994. He received the AXA's Superior Achievement Award in 1999 recognizing consistently outstanding performance. Jonathan focuses his business on Retirement and Estate Planning, managing pension programs for both Corporate and not-for-profit organizations, as well as managing assets for high net worth individual clients. Jonathan is active in his community and has served as Chairman, Treasurer, and now as a trustee for the South Huntington Educational Foundation. Jonathan lives in Melville, NY with his wife Janet, son Adam, and daughter Jessica. CFP® and CERTIFIED FINANCIAL PLANNERTM are certified 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 requirments.

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.

Phone (631) 462-6527
Fax (631) 462-6529