The Team

J.S. London Advisors

If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Jeffrey S London

Jeffrey S London

Private Wealth Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

B.A. Accounting State University of Binghamton, Binghamton NY, College for Financial Planning, January 1989.
CA Insurance #0M88425

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Jonathan London

Jonathan London

Financial Advisor

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Designations

CFP®, CRPC®, CLTC®, APMA®

Top Areas of Focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investment Management

Education

BS University of Wisconsin-Madison, 2010

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Our Staff

Denise London

Denise London

Client Service Manager

Carole Weltsch

Carole Weltsch

Client Service Coordinator

Sandra Brownworth

Sandra Brownworth

Client Service Coordinator