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Jonathan Rosen, CFP®

Jonathan Rosen, CFP®

Director of Team Investment Operations

Jonathan is a CERTIFIED FINANCIAL PLANNER® professional for The SKG Team. He works with the Wealth Strategies Division to ensure the plans designed by the advisors, in conjunction with our clients, are accurate and reflect their wishes. In addition to being a CFP®, he also holds the Series 7 and 66 Securities Registrations.