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Jonathan London, Private Wealth Advisor serving the East Meadow, NY area - Ameriprise Advisors

Jonathan London

CFP®, BFA, CRPC, CLTC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Perkins-London Wealth Advisors
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS University of Wisconsin-Madison, 2010

Previous experience

  • Analyst, JPMorgan Chase & Co., 2010-2012

Community participation

I annually raise funds and awareness by participating in various events & volunteer opportunities supporting charities that are important to me and my family, as well as my friends and clients:

  • Breast Cancer Research Fund (BCRF)
  • Crohn's & Colitis Foundation
  • The National MS Society
  • Cycle for Survival in support of Memorial Sloan Kettering
  • The Lustgarten Foundation

Interests

  • Golf
  • Health & Fitness
  • Traveling
  • Exploring New York City
  • Charity Work
  • Concerts & Music Festivals
  • Wisconsin Badgers!